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. He also has a decade of experience working in the FinTech space.
Kyle earned his degree from Susquehanna University where he was a member of the Track & Field team. In his free time Kyle enjoys all things sports, traveling, and spending time with his loved ones. He currently calls New Jersey home, residing with his wife Jenna and their three children.
He holds a FINRA Series 6 and Series 63 registration.