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Kylie C. Ruschioni — Partner, Head of Delivery · Trove · Boston, Massachusetts, United States.
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About
Kylie Ruschioni leads Trove’s Delivery group, bringing together financial operations, onboarding and relationship management. She oversees service delivery and teams working across the client lifecycle. Her work includes financial reporting, budgeting, investment administration, estate and tax planning coordination, and complex financial transactions for wealthy families. She holds a BFA from Massachusetts College of Art and Design and the CFP and Accredited Estate Planner designations.
Experience
PartnerCurrent
Trove FS, LLC · Boston, Massachusetts, United States
Jan 2024 – Present
Manager
Rothstein Kass · Greater Boston Area
Aug 2012 – Jun 2014
As a manager at RKCO, I provide accounting, tax, estate planning, and business consulting services to high-net-worth individuals and families. In addition, I oversee all aspects of internal accounting for clients, including bill paying, budgeting, cash flow, document management, and reporting. I am a CERTIFIED FINANCIAL PLANNER™, a member of the Boston Estate Planning Council and a notary public.
Education
Skills
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