In his role as AVP, Client Operations, Tyler oversees the Mid-Atlantic Client Operations team while assisting with day-to-day Client Operations tasks.

Tyler’s previous experience includes twelve years in banking and five in Brokerage Operations. He joined the Wealthspire Advisors team after working on the Broker-Dealer side of Folio Investments, where he served as a Manager of Brokerage Operations for the IRA and Cash Management groups.

A native of northern Virginia, Tyler is originally from Herndon and now resides in Sterling with his family.

Previous Experience

  • Manager, Brokerage Operations – IRAs at Folio Investments, Inc.
  • Retirement Accounts Administrator at SonaBank
  • Branch Manager at SonaBank

Education & Credentials

  • MA, Virginia Polytechnic Institute and State University, Political Science
  • BA, Randolph-Macon College, Political Science
  • FINRA Series 7 and SIE licenses