About Tyler
Tyler is the Vice President of Investment Management and Research, where he is primarily responsible for overseeing the investment management process and conducting research for TOPS®, TOPS® Strategic Allocation Portfolios and TOPS® Variable Insurance Trust.
Specifically, Tyler is responsible for communicating with advisors on portfolio design and portfolio management. Tyler regularly analyzes the TOPS® Portfolios and is heavily involved in the day-to-day operations of portfolio management. He also helps analyze prospective client portfolios and works with Member Offices to determine which of the various Wealth Solutions would be a best fit for their practice.
Previous Experience
- Senior Investment Marketing Analyst, Annuities, Valmark Financial Group
- Investment Marketing Analyst, Annuities, Valmark Financial Group
- Accounting Intern, Valmark Financial Group
Education, Designations & Professional Affiliations
- BSBA, Finance and Real Estate, The University of Akron; Graduated Summa Cum Laude
- Series 7 and 24 registrations
- Chartered Financial Analyst (CFA®)
- Chartered Market Technician® (CMT)