Tyler is an Associate Wealth Advisor at The Colony Group. He supports a team of wealth advisors with maintaining client relationships and assisting with wealth and tax planning for high-net-worth individuals and their families.
Previously, he was a member of the firm’s Investment Services department for over five years, most recently as an operations manager in charge of custodian relationships. Tyler started his career at Fidelity Investments. At Fidelity, he supported high net-worth clients with account management spanning the areas of trading, service, financial education, product support, and money movement needs.
Tyler earned a Bachelor of Arts from the University of Massachusetts, Amherst, with high honors and completed a certificate program in financial planning at Boston University. He also holds the series 65 license. In his spare time, he enjoys hiking New Hampshire’s White Mountains with his chocolate lab, long-distance running, and snowboarding.