Kyle Neidhardt, CFA, CPA
Designations and Licenses
Kyle holds the Chartered Financial Analyst® designation and is a Certified Public Accountant.
Experience and Education
Kyle provides clients with comprehensive wealth management services to help them achieve their goals and to help them grow and protect their wealth. He also provides directional leadership to one of Mariner Wealth Advisors’ Boston offices.
Prior to joining Mariner Wealth Advisors, Kyle was a senior in the Financial Services Office – assurance practice at Ernst & Young. Prior to that, he was a proprietary trader for Chimera Securities.
Kyle holds a bachelor’s degree in mathematics and economics from Connecticut College and graduated cum laude. He also holds 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 Leadership Council of Boston Scores.