Managing Director, Private Client Services
As Managing Director of Private Client Services, Tyler is responsible for managing client relationships, fostering and enriching Athena’s client experience and maintaining relationships with Athena’s core business partners. Previously, Tyler served as Vice President of Investment Operations. In that capacity, he oversaw all aspects of investment operations for Athena, including cash management, money movement, trading and account maintenance, and also managed the firm’s relationships with Athena’s various custodians and service providers.
Before joining Athena, Tyler was a Client Service Advisor with the Legg Mason Private Client Group in Washington, D.C.
- Bachelor of Science in Business Administration with a concentration in Finance and Marketing from the University of Richmond
ACHIEVEMENTS AND POSTS
- Currently holds a Series 65 License