Kyle Neidhardt, CFA, CPA
Designations and Licenses
Kyle holds the Chartered Financial Analyst® designation and is a Certified Public Accountant.
Experience and Education
Kyle delivers comprehensive wealth management services to clients to help them achieve their goals and grow and protect their wealth. He has experience working with individuals and families to offer in-depth analysis of their investment portfolios, concentrated positions and retirement plan investment options to assist them in making sound investment decisions. Kyle also provides directional leadership to one of Mariner Wealth Advisors’ Boston offices.
Prior to joining Mariner Wealth Advisors, Kyle served as a partner at Taylor Wealth Management Partners. Before that, he was a senior in the financial services office assurance practice at Ernst & Young. Kyle began his career as a proprietary trader for Chimera Securities.
Kyle holds a bachelor’s degree in mathematics and economics from Connecticut College, graduating cum laude. He also has a Master of Science/MBA degree in accounting from Northeastern University. He is a member of the CFA Society of Boston.
Kyle enjoys hiking, playing soccer and spending time with his family. He serves on the Boston Scores Leadership Council.