ROLE: 

• Co-Founder & Co-CEO

• Creative Director

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ACHIEVEMENTS: 

• Has founded, developed, and rolled-out digital platforms and strategies in the wealth management industry, generating an aggregate of approximately $1M in revenue with average profit margins of 90%.

• Co-Founded LVW Capital Intelligence

• Was a key player on an investment team that managed institutional portfolios to consistently rank in top-quartile performance among peers.

• Founded Charles & Alexander, a website development and digital content agency.

• Passed both level I and II examinations in the Chartered Financial Analyst program on first attempt.

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PAST EXPERIENCE:

• V.P. of Research, LVW Advisors

• Private Assets Research Analyst, LVW Advisors

• V.P. of Marketing, LVW Advisors

• Research Associate, LVW Advisors

• Summer Analyst, LVW Advisors

• Founder and President, Finance Society

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CERTIFICATIONS:

• CFA Level III Candidate (June 2017)

• HOLT Patner, Credit Suisse

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EDUCATION:

• Continuing Education, Stanford University

• B.S., Finance, Nazareth College

• B.S., Economics, Nazareth College

  • Management minor; graduated with the dual-degree in 2015.

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EXTRA:

• Recipient of the American Visions Medal for his oil painting, Under the Red Umbrella

• Tyler is a multi-faceted artist, having received numerous awards for his work in digital design, painting, drawing, photography, and writing.

• Causes Tyler cares about: Educating students on post-high school decisions; local arts; and urban education.

• Tyler enjoys spending time with family and friends, values physical fitness, and seeks multi-cultural experiences.

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ROLE: 

• Co-Founder & Co-CEO

• Director of Digital Strategies & Campaigns

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ACHIEVEMENTS:

• Facebook Ads

• Google Adwords

• NCAA's Men's Ice Hockey

• Scholar Athlete

• Sec

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PAST EXPERIENCE:

• Digital/SEO/Linking Technician, Keywords

• Freelance web development and SEO Projects

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CERTIFICATIONS:

• Google Adwords Certification

• Facebook Advertising

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EDUCATION:

• Continuing Education in Computer Science, Stanford University

• B.S., Marketing, Nazareth College of Rochester

• B.S., Information Technology, Nazareth College of Rochester

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EXTRA:

• Volunteered for several inner-city youth programs

• Enjoys staying fit, cooking international cuisines, and spending time with his family and friends.

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