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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November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowPreserving your wealth
November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read NowHow to prepare to enroll in Medicare
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October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read NowRedefining family wealth as well-being
October 29, 2025Jay Hughes, author of multiple books on family wealth, talks about what wealth means to him and how high-net-worth families can ensure their wealth flourishes for many generations.Read NowHow to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read Now