Kyle F. C.
Vice President, UHNW Advisory Group at Merrill
- Role
- Vice President, Uhnw Portfolio Strategist, Uhnw Advisory Group at Merrill Lynch
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
Experience
Vice President, Uhnw Portfolio Strategist, Uhnw Advisory Group
Sep 2025 — Present · Dallas, TX, US
Field-based extension of the Investment Solutions Group, covering the Dallas/DFW Metroplex, Oklahoma, St. Louis, Greater Kansas City & Memphis Little Rock Markets, to strengthen advisor relationships and drive UHNW client acquisition and engagement- Act as a portfolio construction and strategy partner to Financial Advisors—aligning CIO guidance with ISG expertise to design customized asset allocations, integrate differentiated investment opportunities, and deliver tailored client proposals- Represent the UHNW Advisory Group, connecting advisors and clients to the full spectrum of Merrill, Bank of America, and Private Bank capabilities—including custom lending, trust and estate planning, philanthropy, and family office services—to deepen relationships and grow UHNW market share.
Education
University of Rochester - Simon Business School
Master of Business Administration (MBA), Finance & Asset Management
2013 — 2016
Canisius University
Bachelor of Science (B.S.), Finance & Marketing (Dual Major). Minor in Economics
2006 — 2010
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