PFM Kyle Castner

Kyle Castner

Analyst, Dallas - Ross & Blumenthal

Kyle Castner, Dallas - Ross & Blumenthal, provides financial planning support and helps facilitate relationships between clients and advisors at the Irving, Dallas office of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs.

In 2019, he joined Goldman Sachs Asset Management in New York City where he helped the business sell GSAM products to financial advisors according to the goals of their client portfolios. He brings this client experience now to Goldman Sachs Personal Financial Management where he hopes to provide the same level of client care, relationship management, and financial success to his clients.

Prior to working in the financial services industry, Kyle graduated from Columbia University in the City of New York where he played football for 4 years and was elected team captain in 2019. He earned All-Ivy League honors for his play on the field as well as for his work in the classroom.

In his spare time, Kyle enjoys playing golf, basketball, and throwing the football around. He also enjoys being outdoors and spending time with his family. Kyle volunteers with JDRF to help juvenile type-1 diabetics through challenges with diabetes, which is something he’s dealt with since the age of 7.

Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”) and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, brokerdealer, asset management, and financial services organization. Brokerage services offered through GS&Co. or Mercer Allied Company, L.P. (“Mercer”), member FINRA/SIPC. GS&Co., Mercer and GS PFM do not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances

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