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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

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Game of “Thrones”:  The Standoff between Trump and Powell

Game of “Thrones”:  The Standoff between Trump and Powell

August 7, 2025

Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump...

Monthly Recap – July 2025

Monthly Recap – July 2025

August 6, 2025

July Observations Onward and Upward The global equity rallied continued through July, though in a reve...

Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...

Monthly Recap – June 2025

Monthly Recap – June 2025

July 8, 2025

June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

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