Kyle Dugal
Kyle is an AVP, Client Service in Wealthspire’s Annapolis office where he partners with clients and advisory teams to deliver a high-quality wealth management experience. In his role, Kyle supports clients across a broad range of financial and administrative matters, building trusted relationships that help clients navigate important decisions with confidence.
Prior to joining Wealthspire, Kyle worked at Brown Advisory, where he gained extensive experience supporting high-net-worth individuals and families. Throughout his career, he has developed expertise in client relationship management, operational excellence, and wealth management service delivery. Kyle is passionate about creating seamless client experiences and finding efficient solutions that enhance both service quality and advisor effectiveness.
Kyle received his bachelor’s in business administration from Loyola University Maryland where he is also currently pursuing his MBA. He is involved in Baltimore community efforts serving as chair of United Way of Central MD’s Emerging Leaders United as well as becoming a certified TreeKeeper to maintain and restore the tree canopy coverage in Baltimore City.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
