Kyle Mortimer

Financial Representative

Kyle serves as a Financial Representative at Rise North Capital. With a rich background in engineering, startups, and Industrial Management, Kyle brings a unique perspective to the world of finance. Drawing inspiration from his early days watching his grandfather's day-trading endeavors, he developed a profound passion for finance that has only grown stronger over the years.


Having spent his formative years in Westford, MA, and later venturing to the South, Kyle's diverse experiences have equipped him with a holistic understanding of financial landscapes. His engineering tenure, from working on turbines to defense contracting, has instilled in him a meticulous approach to financial planning.


For Kyle, the journey to financial freedom is deeply personal. He is committed to guiding individuals, families, and businesses toward achieving their financial aspirations. By emphasizing personal connections, he aims to foster enduring relationships with his clients, ensuring that their financial strategies are as unique as their life stories. He and his wife hope to someday start a foundation that empowers the younger generation to pursue financial literacy.


A fervent supporter of New England sports, Kyle never misses a chance to cheer for the Patriots and the Celtics. When he's not assisting clients or catching a game, he can be found spending quality time with his wife in Tewksbury, MA, experimenting with new recipes, or playing with their beloved puppy, Bennie.


Schedule an Introductory Appointment with Kyle:

https://calendly.com/kmfinancialplanning/rnc-introduction

Share by: