Tyler Gaffney

Analyst-Equity chez Peak Financial Management, Inc.

Profil

Mr. Tyler Gaffney is a Research Associate at Peak Financial Management, Inc. Over the last three years, he has learned the foundations of financial services, developed analytical and practical skills, and gradually increased his responsibilities all toward becoming a critical member of the firm.
Currently, his major duties include trading, portfolio management, reporting, and key data administration.
He works closely with the firm’s Chief Investment Officer and Wealth Advisors to implement directives, ensure accurate asset allocation and investment choices, and fulfill clients’ needs.
He also assists in the updating of financial plans to ensure accurate and contemporary financial and indicative information.
He also works on special projects and assists with the administrative tasks necessary to keep the firm running smoothly.
He received his undergraduate degree from the University of Worcester.

Postes actifs de Tyler Gaffney

Sociétés	Poste	Début
Peak Financial Management, Inc.	Analyst-Equity	-

Formation de Tyler Gaffney

University of Worcester

Undergraduate Degree