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Principal
Boston
Client Advisory
Tyler is a Principal in the Boston office with clients all throughout New England. He takes a plan-first approach, integrating tax and estate planning strategies into each client’s situation when drawing up client’s customized investment plan. Tyler has extensive experience working with business owners, families and not-for-profit institutions.
Prior to joining Cerity, Tyler spent time at Bernstein Wealth, TD Private Client Wealth, Wilmington Trust and previously held his Series 7 and 63 licenses.
Outside of work, Tyler loves being a husband and father, enjoys working outdoors, writing, watching football with family and golfing with friends. He currently resides in Dedham, MA with his wife, Meghan and two daughters, Stella and Sofia.
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