Connect with Tyler Eckert
teckert@aspyrewealth.com
913-521-2908
Tyler Eckert, CFP®
Tyler Eckert is an Investment Management Associate at Aspyre Wealth Partners. His primary role is to collaborate with the firm’s wealth managers to analyze, develop, and implement investment strategies as a part of client’s financial plans.
As an integral part of the investment team, Tyler assists in the research and analysis of all securities used in client portfolios. This also entails active participation in mutual fund and ETF manager due diligence through quantitative analysis in Morningstar and FI 360, and qualitative meetings. He is the executing trader, overseeing the daily trading lifecycle though trade recommendation, execution, and reconciliation. Tyler monitors client portfolios to take action on client’s cash needs, rebalancing opportunities, tax loss harvesting opportunities, concentrated stock positions, and buy/sell trigger alerts. He also sits on the investment committee to help drive the firm’s strategy.
Tyler particularly enjoys the marriage of analytics and building relationships by collaborating with clients and their wealth manager throughout the financial planning process to meet client’s long term goals.
EDUCATION
- BS in Financial Planning, University of Wisconsin
CERTIFICATION
- Certified Financial Planner Professional
- Series 65
- eMoney Fundamentals
SPECIALTIES
- Portfolio Management
- Risk Management
- Asset Allocation
- Integrated Investment and Financial Planning
More About Tyler Eckert
A native of Eau Claire, WI, Tyler graduated from the University of Wisconsin where he earned his Bachelor of Science in Financial Planning with a Certificate in Business. Tyler earned the Certified Financial Planner marks and is currently a candidate for Level 1 of the Chartered Financial Analyst program.
Tyler enjoys exploring Kansas City and rooting for the Chiefs and Royals. However, he’ll never leave behind his roots and consistently returns to Wisconsin to cheer on the Badgers, Packers, Brewers, and Bucks. Plus, spending time at his family’s cabin in Northern Wisconsin water skiing and wakeboarding remains a top past time.
“Investing is the art of using imperfect information to make probabilistic assessments about an inherently unknowable future.” — Barry Ritholtz