Kyle Dwyer, CFP®
Portfolio Manager
Senior Vice President
Savannah, GA
About Kyle Dwyer, CFP®
Kyle Dwyer, CFP® is a Portfolio Manager based in the Savannah, Georgia Bull Street office. Since joining SouthState Wealth in 2019, Kyle has worked closely with individuals, families, endowments, and foundations to help them define their financial objectives and build investment portfolios designed to support their long-term goals.
Prior to joining SouthState Wealth, Kyle was an advisor at Spruce Investment Advisors, where he provided comprehensive investment and wealth management guidance to high-net-worth families and institutional clients. Before Spruce, he served as a Marketing and Investor Relations Specialist at Perella Weinberg Partners in New York City, supporting the firm's $10 billion alternative investment platform. Kyle began his career as a Research Analyst focused on hedge funds and private equity at both Union Bancaire Privée and Taylor Investment Advisors.
Kyle graduated cum laude from Fairfield University with a Bachelor of Science in Finance and earned a Certificate in Financial Planning from the New York University School of Professional Studies. He is a Certified Financial Planner™ professional.
An active member of the Savannah community, Kyle serves as Treasurer and a member of the Board of Trustees for The Children's School at St. John's Church. He also serves on the Board of Directors of the Forsyth Farmers' Market, supporting its mission to strengthen local food systems and connect farmers with the community.
Kyle lives in Savannah with his two children. Outside of work, he enjoys spending time with his family, playing golf, and reading.
Prior to joining SouthState Wealth, Kyle was an advisor at Spruce Investment Advisors, where he provided comprehensive investment and wealth management guidance to high-net-worth families and institutional clients. Before Spruce, he served as a Marketing and Investor Relations Specialist at Perella Weinberg Partners in New York City, supporting the firm's $10 billion alternative investment platform. Kyle began his career as a Research Analyst focused on hedge funds and private equity at both Union Bancaire Privée and Taylor Investment Advisors.
Kyle graduated cum laude from Fairfield University with a Bachelor of Science in Finance and earned a Certificate in Financial Planning from the New York University School of Professional Studies. He is a Certified Financial Planner™ professional.
An active member of the Savannah community, Kyle serves as Treasurer and a member of the Board of Trustees for The Children's School at St. John's Church. He also serves on the Board of Directors of the Forsyth Farmers' Market, supporting its mission to strengthen local food systems and connect farmers with the community.
Kyle lives in Savannah with his two children. Outside of work, he enjoys spending time with his family, playing golf, and reading.
Certifications
- Certified Financial Planner® (CFP)
Education
- BS In Finance - Fairfield University
- Certificate In Financial Planning - New York University
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.
