Bio

As Managing Partner, Kyle is responsible for the firm’s strategic planning and performance tracking, steering it in the path of growth. Kyle also oversees all of Woodbridge’s deals, leading the firm’s world-class Closing team, which he continually trains and motivates to achieve exceptional results for Woodbridge clients while efficiently driving deals to a timely closing. His comprehensive background and depth of experience in both investment banking and accounting allow him to provide practical solutions to complex deal issues. When he first joined the firm, Kyle built out Woodbridge’s Underwriting department. Kyle also manages the firm’s administrative duties, including the firm’s legal and financial affairs. He is a Certified Public Accountant (CPA), holds an Accredited in Business Valuation Designation (ABV), and earned his Accounting degree from University of Connecticut. Kyle Richard holds FINRA licenses 79, 63, & 24 through Woodbridge International’s wholly owned broker-dealer, WG Securities, LLC.