Kyle Wesley in

Kyle Wesley

Login to view DISC.
Chief Technology Officer at OnePoint BFG Wealth Partners
📍 New York City Metropolitan Area, United States

Kyle Wesley is the Chief Technology Officer at OnePoint BFG Wealth Partners, where he aligns business strategy with digital innovation. A graduate of Penn State University and the Wharton Executive Education CTO Program, he holds certifications including Certified Information Security Manager (CISM).

Passionate about the intersection of technology, strategy, and innovation, Kyle focuses on forward-thinking growth and maintaining a client-first mindset within his firm. He actively shares insights on market trends and the broader economic picture, reflecting a deep engagement with the financial industry.

He is currently participating in the Wharton Executive Education CTO Program, joining a cohort of over 90 global technology leaders.

Read the full overview →
Experience
13 Years
Current Role
Chief Technology Officer
Job Level
Leadership
Location
New York City Metropolitan Area, United States
Personality Overview

How Kyle shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Kyle cares about

AI Monetization
He recently questioned whether hyperscalers can monetize massive AI investments fast enough to justify the capital expenditure, indicating an interest in the practical business application of AI.
Wealth Management Tech
As CTO, his primary focus is on leveraging digital platforms and innovation to drive growth and enhance client services in the wealth management sector.
+5 more topics Login to view topics
Career

Work history

11-2023
Chief Technology Officer
OnePoint BFG Wealth Partners
5-2019 - 11-2023
Chief Digital Officer (CDO)
OnePoint BFG Wealth Partners
2-2016 - 4-2019
Digital Platform Manager
OnePoint BFG Wealth Partners
5-2014 - 2-2016
Senior Trader / Mutual Funds, UITs, Precious Metals
LPL Financial
10-2012 - 4-2014
Registered Client Service Associate
UBS Wealth Management
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Bachelor of Science (B.S.)
Penn State University
Bachelor of Arts (B.A.)
Penn State University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

WW
Wailam Wilson, LC
Director of Optical Design
Con-techlighting
 Vijay Laknidhi
Vijay Laknidhi
GM Commercial Insurance
Liberate
MS
Mary Schlaak
Director of Human Resources
Encompass Lighting Group
 Carrie Surges
Carrie Surges
Sales Quotes Manager
Tech Lighting
Unlock the full playbookSee exactly how to sell to Kyle. Free, 10 seconds.