Rachael Wyatt joins Venturi Private Wealth with more than 20 years of experience in the wealth management industry. She spent the bulk of her career at Bank of America/Merrill Lynch where she served as a Senior Vice President in the Private Bank working closely with a team of highly credentialed specialists that managed close to 2 billion in client assets. Before the merger in 2008, Rachael held both management and consulting positions in the Private Banking & Investment Group at Merrill Lynch.
For nearly 20 years, Kyle has been helping investors construct and manage customized, multi-asset investment solutions that are tailored for unique goals and preferences. In addition, Kyle also brings product development and investment strategy expertise, as well as a wealth of information regarding global capital markets and evidence-based investing.
Over 100 participants and eight corporate sponsors made this year’s Venturi Charity Shoot an incredible success.