Investment Management Associate
As an Investment Associate at Aspyre Wealth Partners, Tyler works primarily with Wealth Managers to analyze, develop, deliver, and implement financial plans and investment strategies for our clients.
Working on the investment team Tyler assists in the analysis and research of securities used in client’s portfolios. In addition, Tyler is the firm’s executing trader and helps oversee client portfolios and implementing strategies . He also sits on the investment committee helping drive the firm’s strategy.
Working on the financial planning team Tyler assists wealth managers gather client data and develop financial plans to meet client’s long term goals. Tyler enjoys the marriage of analytics and relationships while working with clients.
A native of Eau Claire, WI, Tyler graduated from the University of Wisconsin in 2021 where he earned his Bachelor of Science in Financial Planning with a Certificate in Business. After passing the Series 65 licensing exam, he recently passed the Certified Financial Planner Exam and is eager to gain the experience necessary to join the prestigious ranks. In addition, Tyler is a candidate for Level 1 of the Chartered Financial Analyst program.
Outside of the office Tyler enjoys exploring his new home of Kansas City and rooting for his new “home” town teams, the Chiefs and Royals. He’ll never forget his roots though and consistently returns to Wisconsin to cheer on the Badgers, Packers, Brewers, and Bucks. Tyler enjoys spending time at his family’s cabin in Northern Wisconsin water skiing and wakeboarding.
Words to Describe
- Garlic Bread