Due Diligence Officer
Kyle Kaddish serves as the Due Diligence Officer for Advisory Group Equity Services Ltd. Kyle is focused on analyzing and performing due diligence on alternative investments for the firm’s platform. Kyle has strong reputation and high regard in the alternative investment world. Kyle was previously a Regional Director at Natixis Global Asset Management where he supported a network of independent broker-dealers and RIAs.
Kyle was at UBS Financial Services prior to Natixis Global Asset Management, and throughout that time also served as an “On-Ice Official” for both USA Hockey and the NCAA. Kyle is also the President of Advantage Wealth Solutions, since 2004, a firm working with investors to take advantage of investment opportunities across all markets with a focus on the Internal Revenue Code, structuring transactions and utilizing investments that allow taxpayers to keep more of what they have created and built – deferring, mitigating, and reducing tax liabilities.
Kyle holds his Series 7, Series 79 and Series 65.