Tyler supports Lagom Ridge Advisors’ investment process through portfolio research, fund due diligence, model portfolio analysis, and investment implementation. His work focuses on helping align client portfolios with long-term goals, risk tolerance, tax considerations, and broader wealth management needs.
Prior to joining Lagom Ridge Advisors, Tyler worked in portfolio operations at a large independent advisory firm, where he supported trading workflows, model implementation, advisor service, and process improvement.
Tyler is a CFA Level III Candidate and continues to focus on portfolio construction, manager selection, tax-aware implementation, and long-term investment strategy. Outside the office, Tyler enjoys following markets, spending time outdoors, mountain biking, working on home and cabin projects.
Contact Tyler at his direct line: (651) 435-4302