Tyler C. Morley, Partner
Co-Founder & Co-CEO
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.
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
CFA Level III Candidate (June 2017)
HOLT Patner, Credit Suisse
Continuing Education, Stanford University
B.S., Finance, Nazareth College
B.S., Economics, Nazareth College
Management minor; graduated with the dual-degree in 2015.
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.
Kyle A. Schwartz, Partner
Director of Digital Strategies & Campaigns
NCAA's Men's Ice Hockey
Digital/SEO/Linking Technician, Keywords
Freelance web development and SEO Projects
Google Adwords Certification
Continuing Education in Computer Science, Stanford University
B.S., Marketing, Nazareth College of Rochester
B.S., Information Technology, Nazareth College of Rochester
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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