Kyle McClellan

Wealth Executive

Kyle worked at MASECO during his placement year supporting the Wealth Planning team before returning to Bournemouth University, where he graduated with First Class Honours in Economics and Finance. Following his graduation, he returned to MASECO to take a permanent position as a Wealth Executive.

As a Wealth Executive, Kyle’s primary responsibilities include providing support for MASECO’s Head of Advanced Planning, Andrea Solana, whilst he studies for the Investment Advice Diploma. Kyle also plays an active role in supporting our Wealth Planning Service’s Discretionary Investment Management offering, by providing clients with commentary on market updates and investment performance.

In his spare time…

Kyle thrives on staying active and is a strong advocate of incorporating Health & Fitness into his spare time. He also prioritises spending time with his friends and visiting his family members in Spain wherever possible.