Tyler Polk
Managing Director
Tyler services institutional clients by providing advice and counsel on all areas of fund oversight including fiduciary liability, plan benchmarking, vendor analysis, participant educational planning, fee analysis, and plan design strategy. His focus is on defined contribution retirement plans, both corporate and tax-exempt, with decades of experience in 401(k), 457(b), 401(a), 403(b) and non-qualified plan consulting. Additionally, Tyler is a member of the Defined Contribution Business Council and co-chairs the Recordkeeper Oversight Council.
Prior to joining the firm, he was a consultant at Lindberg & Ripple Inc. (M Financial firm). He earned his BA from Williams College. Tyler serves on the Kingswood-Oxford School Board of Trustees, the Hartford Foundation for Public Giving Scholarship Committee and Board of Ambassadors, the Executive Board of Hartford CT’s Camp Courant (the oldest and largest free summer day program in the country) and the Executive Board of the Nutmeg State Games Connecticut Sport Management Group.
Prior to joining the firm, he was a consultant at Lindberg & Ripple Inc. (M Financial firm). He earned his BA from Williams College. Tyler serves on the Kingswood-Oxford School Board of Trustees, the Hartford Foundation for Public Giving Scholarship Committee and Board of Ambassadors, the Executive Board of Hartford CT’s Camp Courant (the oldest and largest free summer day program in the country) and the Executive Board of the Nutmeg State Games Connecticut Sport Management Group.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
