Professional &
Educational Accolades:
- Holds Series 7
- Florida Gulf Coast University, Economics
Kyle Patrick Mulligan
Portfolio manager
Kyle has been a resident of Naples for over a decade, and has been managing private wealth for that entire period. Prior to working at Warther Private Wealth, he owned and operated small businesses in Naples, Palm Beach, and Miami for over five years before ultimately starting his own family office, which focused on delivering superior investment performance for friends and family.
The experience of running businesses in combination with his love and understanding of the financial markets has given Kyle a very unique understanding when it comes to investing in companies. His prowess for stock selection as well as his ability to create and manage portfolios allow him to add tremendous value for our clients.
