Senior Associate
Current
Jan 2019 - Present
AeroLeads people directory · profile
Kyle Eager, Cfa Email & Phone Number
Senior Associate at Williams Jones Wealth Management
at
Williams Jones Wealth Management
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✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Associate at Williams Jones Wealth Management
Location
New York, New York, United States
Company size
Who is Kyle Eager, Cfa? Overview
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Quick answer
Kyle Eager, Cfa is listed as Senior Associate at Williams Jones Wealth Management at Williams Jones Wealth Management, a company with 37 employees, based in New York, New York, United States. AeroLeads shows a matched LinkedIn profile for Kyle Eager, Cfa.
Kyle Eager, Cfa previously worked as Senior Associate at Williams Jones Wealth Management and Registered Client Associate at Hsw Advisors At Hightower. Kyle Eager, Cfa holds Bachelor Of Arts (B.A.), Economics from Wake Forest University.
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Williams Jones Wealth Management
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Profile bio
About Kyle Eager, Cfa
Kyle Eager, Cfa is a Senior Associate at Williams Jones Wealth Management at Williams Jones Wealth Management.
Current workplace
Kyle Eager, Cfa's current company
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Williams Jones Wealth Management
4 roles · 10 years
Kyle Eager, Cfa work experience
A career timeline built from the work history available for this profile.
Registered Client Associate
Hsw Advisors At Hightower
HSW Advisors is a destination of choice for ultra-high-net-worth and institutional clients who need customized investment advice and a breadth of planning and advisory services. We manage over $2.2 billion in assets for approximately 95 clients.Our clients are professional athletes and entertainers, CEOs and founders of public and private companies and.
2017 - 2019
~2 yrs
Senior Registered Client Associate
- Private wealth management.- Work with proprietary UBS systems to assist client requests. - Help with any need the team has in terms of investments, wealth planning and marketing. - Help prepare client reports and other marketing materials. - Collect the appropriate documents to ensure compliance.- Ensure system management is correct and information is.
2016 - 2017
~1 yr
Associate
Gates Capital Corporation
- Executed trades in municipal debt to fit into a variety client portfolios. - Provided municipal bond recommendations and valuation levels to current clients. - Entered and maintains accurate trade blotter.- Provided analysis of micro and macro current economic conditions to senior analyst at GATES.- Provided analysis of closed-end funds in support of.
Jun 2014 - 2016
2 education records
Kyle Eager, Cfa education
Bachelor Of Arts (B.A.), Economics
Education record
Horace Greeley High School
FAQ
Frequently asked questions about Kyle Eager, Cfa
Quick answers generated from the profile data available on this page.
What company does Kyle Eager, Cfa work for?
Kyle Eager, Cfa works for Williams Jones Wealth Management.
What is Kyle Eager, Cfa's role at Williams Jones Wealth Management?
Kyle Eager, Cfa is listed as Senior Associate at Williams Jones Wealth Management at Williams Jones Wealth Management.
Where is Kyle Eager, Cfa based?
Kyle Eager, Cfa is based in New York, New York, United States while working with Williams Jones Wealth Management.
What companies has Kyle Eager, Cfa worked for?
Kyle Eager, Cfa has worked for Williams Jones Wealth Management, Hsw Advisors At Hightower, Ubs, and Gates Capital Corporation.
How can I contact Kyle Eager, Cfa?
You can use AeroLeads to view verified contact signals for Kyle Eager, Cfa at Williams Jones Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Kyle Eager, Cfa attend?
Kyle Eager, Cfa holds Bachelor Of Arts (B.A.), Economics from Wake Forest University.
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