Kyle Kujawa
Contact
Senior Manager | System Coordinator
Wealth Management
Location
Lansing, MI
517.316.2400
Education
Michigan State University
BBA, finance
Senior Manager | System Coordinator
Wealth Management
Location
Lansing, MI
517.316.2400
Education
Michigan State University
BBA, finance
“By offering comprehensive financial guidance beyond the immediate scope, we bring strategic insight and a commitment to making each client's professional endeavors seamless.”
Current Role
An integral member of the wealth management department, Kyle manages the firm’s investment software, Envestnet. He focuses on practice management and business development insight, as well as reports and presents financial performance for the department. Additionally, Kyle serves on the wealth technology and innovation committee.
Service Areas
- Comprehensive financial planning
- Investment analysis and portfolio design
Experience
Kyle began his financial services career in 2012, joining Rehmann as an intern. He has since held roles of increasing responsibility within the wealth management department. His knowledge and experience qualify him to lead training for the use of Envestnet for Rehmann associates.
A Closer Look
- Kyle serves on the finance committee for The Rehmann Foundation.
- Click here to view a case study Kyle was involved in, titled How Rehmann Wealth is Using Envestnet Analytics.
- Highly valuing trust and collaboration inherent in client relationships, Kyle stresses open communication and a deep understanding of client needs as paramount to working toward mutual success.
Send a quick note:
"*" indicates required fields