
Kyle CatanzanoKyle CatanzanoClient Associate
About Kyle
Kyle Catanzano is a Client Associate at J.P. Morgan Wealth Management.
Since joining The Dempsey Group as a Client Associate in 2024, Kyle has aimed for the highest standards of client care. A team-oriented collaborator, he focuses on creating wealth plans that best service a client's long-term goals. Kyle enjoys helping high-net-worth families visualize their financial futures, whether identifying opportunities for portfolio growth or talking through specific needs or ambitions. Aiming to deliver comprehensive support, he strives to empower each client by sharing in-depth knowledge and resources supporting their specific goals.
Before joining the team, Kyle worked with HSBC and Equitable Advisors as a Wealth Relationship Officer and Financial Consultant. From these experiences, he developed a keen sense of serving families and businesses, bringing deep care and compassion toward their needs.
Delivering high-touch service is a priority for the team, and Kyle approaches wealth planning with individualized insight. He is quick to call and check in, valuing thorough and patient communication and striving for clarity in every part of the planning process. He especially enjoys working with younger generations who may be newer to building their financial foundations.
Since earning his B.A. in Finance from the University of Scranton, Kyle has continued his education and received his FINRA Series 7 and 66 securities licenses. He also holds the Life, Accident, and Health Insurance licenses.
Kyle lives and works in Garden City, New York, and plays basketball, baseball and golf in his free time.
Insights

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Shock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read Now
December 2025 Fed meeting recap: Interest rates cut once more, but risks remain on the path to future policy
December 11, 2025The Federal Reserve cut interest rates in December for a third consecutive time. Here’s what the decision, market reaction and updated outlook could mean for investors in 2026.Read Now
Planning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read Now
Your values and hopes: What your loved ones really need to know
December 10, 2025Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read Now
Retirement planning: Contribution limits for 2026
December 10, 2025The IRS released new limits for retirement contributions for 2026. How might this impact your plans? We break it down.Read Now
Maximizing your 2025 year-end philanthropy under the One Big Beautiful Bill
December 9, 2025As the “season of giving” approaches, learn how new tax rules could impact your charitable giving and some ideas about your charitable giving and tax efficiency.Read Now
3 reasons we now favor the health care sector
December 5, 2025Despite underperforming over the past three years, here’s why our strategists think the health care sector now looks promising.Read Now
Incentive stock options and the AMT
December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
New Year, new perspective (on your financial future)
December 3, 2025The New Year can set the stage for new beginnings. For those of you looking to better manage your finances, here are three strategies rooted in behavioral science.Read Now
