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Kyle Wright

Advisor

CPA, CFP®

As an Advisor on the Finerty Team, Kyle Wright excels at building meaningful relationships with clients to understand their goals and aspirations. He effectively communicates tailored strategies to ensure their financial well-being and peace of mind. 

Kyle earned his Master of Accountancy from the University of Missouri-Columbia. Before joining the Finerty team at Moneta, Kyle started his career in Denver, Colorado where he worked for KPMG and Riveron Consulting, performing financial due diligence on buy and sell-side deals for private equity and investment banks. He is also a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER®. 

Kyle now lives in Warson Woods, MO with his wife and their dog. In his free time, he enjoys playing golf, supporting all St. Louis sports teams, and spending time with friends and family.  

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Public Accountant  
  • Series 65 licensed  

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

A Semi-Charmed Earnings Season

A Semi-Charmed Earnings Season

May 12, 2026

by Tim Side, CFA – Director of Investment Strategy For many years, we’ve advised clients that while ge...

Is Your Student’s Data Safe? Best Practices After the Canvas Breach

Is Your Student’s Data Safe? Best Practices After the Canvas Breach

May 8, 2026

By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the p...

Monthly Recap – April 2026

Monthly Recap – April 2026

May 6, 2026

April Observations Markets Avoid April “Showers” Despite the ongoing conflict in the Middle East, mark...

Macroeconomic and Market Chat with Carlyle’s Jason Thomas

Macroeconomic and Market Chat with Carlyle’s Jason Thomas

April 28, 2026

Moneta recently hosted a macroeconomic and markets discussion with Jason Thomas, Head of Global Resear...

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