Operations
Technology
Customer Experience
Research
Tyler is an Associate Wealth Advisor at The Colony Group. He supports a team of wealth advisors with maintaining client relationships and assisting with financial planning, investments, and tax planning for high-net-worth individuals and their families.
Tyler is a CERTIFIED FINANCIAL PLANNER™ professional and holds the FINRA Series 65 license. He earned a Bachelor of Arts from the University of Massachusetts, Amherst, with high honors, and completed a program in financial planning at Boston University.
Previously, he was a member of the firm’s Investment Services department for over five years holding different operations-related roles. Tyler started his career at Fidelity Investments, where he held the FINRA Series 7 and 63 licenses, and assisted clients with trading, money movement, financial education, and general client service needs.
In his spare time, Tyler enjoys hiking New Hampshire’s White Mountains with his chocolate lab, long-distance running, and snowboarding.