Kyle Presti
Wealth Associate, Family Office
Kyle Presti is a Wealth Associate at Wiss Private Client Advisors, where he helps clients develop comprehensive financial plans by understanding personal and financial circumstances, prioritizing goals, and implementing and monitoring estate, tax, and investment strategies.
Before joining Wiss, Kyle led consulting engagements for family offices, helping optimize operating models, streamline internal controls, and enhance governance. He also designed and implemented integrated technology systems to support accurate investment reporting, operational efficiency, and long-term strategic objectives. In addition, Kyle has experience providing audit and assurance services to public financial services firms and private trust companies.
Education
BS in Business Administration (Accounting)
Bryant University (Magna Cum Laude)
Master of Professional Accountancy
Bryant University
Family Business Advanced Education Program
Kellogg School of Management, Northwestern University
Professional Affiliations
Certified Public Accountant (CPA)
American Institute of Certified Public Accountants (AICPA)
Beyond Wiss
Outside of work, Kyle stays active through working out, running, and skiing. He also enjoys going to the movies, attending concerts and shows, and exploring new cities with his friends and family.
