Tyler has over ten years of experience in the financial services industry. Tyler has served as Portfolio Manager and research analyst for various financial service companies, both large and small. Most recently he worked in the private client group of a large bank serving high net worth and ultra-high net worth individuals and families as well as foundations, institutions, and endowments.
Tyler grew up in Southern California and earned a BA from Duke University where he studied Public Policy, Economics and German. He holds the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations.
He is active in the community as a member of Big Brothers Big Sisters and a member of the Goering Center for family and private businesses.
Tyler is married to his wife, Lori, and they have 5 young children. Tyler’s hobbies include martial arts, reading, cooking, and taking interesting MOOC courses.