Please join us in welcoming Tyler to the Willow Street team.
As a Relationship Manager, Tyler serves as a primary point of contact for client families, accountable for working closely with clients and their advisors, including legal, tax/accounting, investment, and banking leads. He is responsible for trust administration, financial reporting and analysis, cash flow management, and special projects, and is pursuing his certification as a Certified Trust and Fiduciary Advisor (CTFA). With a background in strategy consulting and wealth management, Tyler’s skillset includes research, project management, and data analysis for clients’ special projects.
Prior to joining Willow Street, Tyler served as an Associate Consultant at Maia Strategy Group, where he focused on market research and strategic implementation for companies in the healthcare, fintech, and consumer goods industries. He previously worked with wealth management teams at First Republic Bank and Merrill Lynch, focusing on client relationship management, equity research, and high-net-worth family planning.
Tyler earned his BA in History from Middlebury College. Originally from Atlanta, Georgia, Tyler moved to Jackson in 2020; he enjoys skiing, climbing, distance running, and volunteering with the River Bend Project, a non-profit that provides fully funded fly-fishing trips to individuals currently or previously impacted by a cancer diagnosis.
What’s your favorite way to spend a winter day in Jackson?
My ideal way to spend a winter day in Jackson is to wake up before sunrise for a long ski tour in Grand Teton National Park. I love getting up high in the mountains and skiing through the technical terrain. To end the perfect day, dinner in town at El Abuelito or Everest Momo Shack is a must.
What’s the best book you’ve read recently?
I recently read Malcom Gladwell’s Talking to Strangers. As a history major, I appreciated Gladwell’s comparisons between contemporary issues and historical case studies. This book presented an incredibly relevant examination of our difficulty with and intrinsic biases towards communicating with people we don’t know. I found it hard to put down!