Client Advisory

Biography

As a Partner in the Boston office, Tyler works with clients across New England to help them turn complex financial lives into clear, actionable plans. Known for his plan-first philosophy, he integrates investment management with tax and estate strategies that reflect what truly matters to each client. His experience spans advising business owners, families, and not-for-profit organizations — always with an eye toward long-term clarity and confidence.

Before joining Cerity, Tyler held positions with Bernstein, TD Private Client Wealth, and Wilmington Trust, and previously maintained his Series 7 and 63 licenses.

At home, Tyler’s greatest joy comes from life with his wife, Meghan, and their three daughters — Stella, Sofia, and Siena. He enjoys writing, gardening, golfing with friends, and watching football surrounded by family (often with one of his girls climbing on his back).

Education

  • B.S. in Finance from Merrimack College

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Investment Advisor Representative (IAR)
  • Finance Committee Chair & Treasurer, Citizens for Juvenile Justice (CfJJ)
  • Board Member, Crystal Springs Inc.
  • Life, Variable Life & Variable Annuity Certified

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