Tyler joined Frost Investment Advisors, LLC, in March 2020.
He is primarily responsible for investment manager due diligence, working with various investment teams within Frost and externally to ensure each relationship has the investment options and strategies they need, whether proprietary or third party manager. Tyler functions as a gatekeeper for the approved lists of mutual funds, ETFs, money market funds, and off-shore funds. Additionally, Tyler is responsible for asset allocation optimization along with model portfolio creation, management, and trading.
Prior to joining the Adviser, he was a Portfolio Consultant at Capital Group based in San Antonio, TX. Prior to Capital Group, he spent six years at Stifel Nicolaus and Company in St. Louis, MO, where he was responsible for mutual fund and ETF due diligence for the firm’s recommended list and home office discretionary models.
Tyler earned both a Master and Bachelor of Science degree in Economics and Finance from Southern Illinois University Edwardsville. He holds a Certified Investment Management Analyst© (CIMA) certification and is a Level 2 CFA© Candidate.
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