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

Wealth Planning

Providing for your loved ones during your lifetime

December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Outlook

December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts

December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read Now
Business

Incentive stock options and the AMT

December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
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