Tyler was promoted from his intern position to become a full time employee at Peak. Over the last three years, Tyler has learned the foundations of financial services, developed analytical and practical skills, and gradually increased his responsibilities all toward becoming a critical member of the firm. Currently, his major duties include trading, portfolio management, reporting, and key data administration. He works closely with the firm’s Chief Investment Officer and Wealth Advisors to implement directives, ensure accurate asset allocation and investment choices, and fulfill clients’ needs. He also assists in the updating of financial plans to ensure accurate and contemporary financial and indicative information. Tyler also works on special projects and assists with the administrative tasks necessary to keep the firm running smoothly.
A graduate of Worcester State University with a business degree, Tyler enjoys sports and spending time with his friends and family.