Kyle Boudreau is an associate who joined Lenox Advisors in 2017. He is responsible for working with both high net worth individual and corporate clients of the firm. With individual clients, he specializes in comprehensive estate, insurance and wealth management strategies. For his corporate clients, he helps structure employee benefits strategies and executive carve-out programs. Prior to joining Lenox, Kyle worked at Northwestern Mutual where he created personalized financial plans catered to his client’s unique needs and desires. In 2005 Kyle earned his degree from Susquehanna University finishing with his B.S. in History and minor in Speech Communications. Aside from his studies at Susquehanna University Kyle was a 4-Year Varsity Letter Winner for Track & Field. He is currently a part of the Susquehanna University Alumni Board (NYC). He holds a FINRA Series 6 and Series 63 registration. Outside of Lenox, Kyle is very involved with his community as a Streetwise Partners Volunteer Leadership Board Member. Streetwise Partners goal is to use the power of mentoring to reduce unemployment within disadvantaged communities of New York City and Washington D.C. The organization pairs business professionals with mentees who are unemployed/underemployed in order to provide them with the skills, resources and access to networks that they need to secure and maintain employment. When he is not working Kyle enjoys all things sports, traveling, and spending time with his loved ones.
- Insurance Strategies
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Kyle’s Licenses and Disclosures