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.
- 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