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

Markets and Economy

In the rear view: How did our 2025 themes pan out?

November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read Now
Wealth Planning

5 year-end tax planning actions to take before 2026

November 13, 2025Now is the time to assess your 2025 tax situation. Start by asking your professional advisors for help identifying the tax-planning actions best suited to your circumstances.Read Now
Family Legacy

Planning with family entities

November 13, 2025A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.