- Executive Management
- Investment Management
- Research and Trading
- Private Client Group
- Institutional Group
- Client Service/Administration
Vice President, Wealth Management
Kyle McMorrow is a Vice President of Wealth Management with Wellesley Investment Advisors’ Private Client Group. He is responsible for introducing prospective clients to the firm’s convertible bond investment strategy, developing new business relationships and maintaining the highest level of service for new client accounts.
Kyle received his Bachelor of Arts degree from the University of Maine, Orono and his MBA from Suffolk University, Sawyer School of Business. He has a Certificate in Financial Planning from Boston University and has also passed the Series 65 securities license exam. Kyle has over ten years of financial service experience.