Kyle Oneill

Assistant Portfolio Manager at Northeast Financial Group

Role: Assistant Portfolio Manager at Northeast Financial Group, Inc
Location: Philadelphia, PA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Assistant Portfolio Manager
Northeast Financial Group, Inc
Jun 2024 — Present · Allentown, PA, US

Education

Drexel University
Bachelor of Business Administration - BBA, Finance and Psychology
2019 — 2024

Contact information

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Work email
•••••@nefginc.com
Personal email
•••••@•••••.com
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Current company

Northeast Financial Group, Inc

Financial Services · 19 employees · Founded 1987 · Allentown, Pennsylvania, United States

Northeast Financial Group, an independent Registered Investment Advisory firm located in northeast Pennsylvania, has been providing fiduciary based guidance to our clients throughout the United States for over 25 years. Specializing in providing investment consulting to wealthy families and institutions, we utilize an open architecture platform, coupled with full transparency and personalized service. We invest alongside our clients. Our approach fosters a common goal between our clients and ourselves – their success. As an SEC Registered Investment Advisor, we are bound by a fiduciary duty to act in your best interest. Building a special relationship of trust with you, we commit to- Putting your interests above our own, and acting in your best interests at all times- Ensuring our advice is based on thorough and accurate analysis, and following an effective due diligence process in reviewing potential investments- Providing full disclosure of all relevant information to you- Never mislead clients. For more details about our registration status, business operations, services and fees please see the disclosures on our website listed below or visit the SEC’s website at

nefginc.com

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Experience

Assistant Portfolio Manager

Education

Drexel University

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