Elite Consulting Partners
Kyle Kroberger is a seasoned professional in the financial services industry, currently serving as the National Market Manager and Senior Transition Consultant at Elite Consulting Partners since April 2022. With extensive experience in recruitment and sales, Kyle held the role of Regional Recruiting Director at Ameriprise Financial Services, LLC from March 2021 to April 2022, and previously served as Regional Vice President at BNY Mellon Investment Management from September 2014 to March 2020. Additional experience includes serving as Senior Vice President at Pioneer Investments, Vice President of Sales at John Hancock Funds, and Senior Vice President at Merrill Lynch. Kyle's career began in military service with a tenure as a Navy SE.A.L. at the Naval Special Warfare Command and JSOC from 1992 to 2000.
Elite Consulting Partners
Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial services industry. Our industry-leading staff offer unparalleled service, unbiased advice, and expert guidance to our advisor and corporate clients. We ensure our clients' objectives and goals are realized during their due-diligence and transition process. We work with many of our clients in areas concerning transitioning to a new broker-dealer, investment advisory firm, custodial platform changes, maximizing revenue, increasing headcount, and monetizing the equity within a practice or business through negotiated mergers or simple advisor recruiting deals and packages. We serve as the bridge connecting advisors and businesses to actionable ideas. In the course of consulting with our clients, we communicate competitive intelligence covering the wire-house, regional, independent broker-dealer, RIA, and hybrid landscape(s). We also partner with firms that have deeper expertise within independent advisory M&A, practice management, succession planning, and business valuation disciplines to bring a higher level of service to our clients.