Kyle Dwyer, CFP®
Portfolio Manager
Senior Vice President
Savannah, GA
Kyle Dwyer, CFP®
Kyle is a portfolio manager based in the Savannah, GA Bull Street office. Prior to Minis & Company, Kyle worked at Spruce Investment Advisors where he served as an advisor to families, endowments, and foundations. While there, he helped clients define their financial goals and constructed investment portfolios designed to match those objectives.
Prior to Spruce, Kyle worked at Perella Weinberg Partners in New York City where he was a marketing and investor relations specialist for the firm's $10 billion alternative investment platform. Kyle began his career as a research analyst with a focus on hedge funds and private equity. He served in this research capacity at both Union Bancaire Prive and Taylor Investment Advisors.
Kyle graduated cum laude from Fairfield University with a B.S. in Finance and received a Certificate in Financial Planning from New York University School of Professional Studies. He is also a Certified Financial Planner® professional.
Kyle lives in Savannah with his wife Sabrina and their daughter Amelia. He enjoys spending time with his family, playing golf and reading.
Prior to Spruce, Kyle worked at Perella Weinberg Partners in New York City where he was a marketing and investor relations specialist for the firm's $10 billion alternative investment platform. Kyle began his career as a research analyst with a focus on hedge funds and private equity. He served in this research capacity at both Union Bancaire Prive and Taylor Investment Advisors.
Kyle graduated cum laude from Fairfield University with a B.S. in Finance and received a Certificate in Financial Planning from New York University School of Professional Studies. He is also a Certified Financial Planner® professional.
Kyle lives in Savannah with his wife Sabrina and their daughter Amelia. He enjoys spending time with his family, playing golf and reading.
Certifications
- Certified Financial Planner®
Education
- Fairfield University – B.S. in Finance
- New York University – Certificate in Financial Planning
Important Legal Disclosures and Information
- SouthState Wealth represents the collective departments and subsidiaries of SouthState Bank, N.A. that provide wealth management services. Products and services are not bank deposits, nor are they insured by the FDIC or any Federal Government Agency, and are not backed or guaranteed by SouthState Bank, N.A. or its affiliates. Securities involve investment risks, including possible loss of principal.
