Kyle Mallach is a Senior Financial Advisor and Senior Portfolio Manager at Merrill Lynch Wealth Management. He has been with Merrill since 2001 and focuses on portfolio construction, comprehensive wealth management strategies, estate planning, and offers insurance services alongside lending and banking solutions through Bank of America. As a Senior Portfolio Manager, Kyle manages personalized or defined strategies on a discretionary basis and works with a diverse range of clients, including investors, business owners, executives, non-profits, and multigenerational families. Kyle holds a bachelor's degree in finance from Saint Joseph's University's Haub School of Business and also studied at the University of Queensland in Australia. He earned his high school diploma from LaSalle College High School. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Kyle has also served as a member of the La Salle College High School Leadership Council. Residing in the suburban Philadelphia area with his family, Kyle participates in the St. Katherine of Siena community and supports local charities such as CARIE and the Bucks County SPCA. He and his family are involved in promoting local performance arts, yoga, health, and wellness initiatives. Kyle enjoys fishing, hiking, running, traveling, and spending time with his family.