Tyler brings more than 20 years of experience in the investment management and wealth management industries to Forum. As Managing Director – Business Development, Forum Capital Advisors, Tyler is responsible for the firm’s distribution and investor client acquisition efforts.
Tyler joins the Forum team from Primark Capital where he is a Partner and responsible for distribution and the successful onboarding of the firm’s PMPEX product on the four largest custodial platforms: TD Ameritrade, Fidelity, Charles Schwab, and Pershing. Before that he was the head of distribution for a $6B RIA and a $1B alternative investment firm and a distribution executive for a large RIA and broker-dealer within Prudential PLC’s North American insurance and distribution organization.
Tyler holds a Bachelor of Science in Business Administration from Regis University, an MBA. from the University of Denver – Daniels College of Business as well as FINRA Series 6, 26, 63, and 65 licenses. Outside of work, he enjoys spending time with his two daughters, Kayelyn and Olivia, and their dog, Cleo. When not with his family, you can find him on the golf course.