Tyler K. Email & Phone Number

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Chief Investment Officer @ (October 2025 - Present)
Senior Investment Advisor, Vice President @ (August 2024 - October 2025)
Board of Directors, Assistant Treasurer @ (July 2025 - September 2025)
Portfolio Manager @ (October 2021 - August 2024)
Assistant Portfolio Manager @ (December 2017 - October 2021)
Assistant Portfolio Manager @ (December 2017 - April 2018)
Licensed Associate @ (May 2016 - December 2017)
Registered Representative @ (September 2015 - May 2016)
Associate Financial Service Professional @ (April 2015 - September 2015)
College Financial Representative @ (May 2014 - February 2015)

Arizona Christian University
Bachelor of Science (B.S.) (Business administration, Finance, General)
2010-2014
Arizona Christian University
Bachelor of Science (Music)
2010-2014

Tyler K., based in Scottsdale, AZ, US, is currently a Chief Investment Officer at Heritage Family Offices, LLP. Tyler K. brings experience from previous roles at Fifth Third Private Bank, CFA Society Columbus and Juncture Wealth Strategies, LLC. Tyler K. holds a 2010 - 2014 Bachelor of Science (B.S.) in Business administration, Finance, General @ Arizona Christian University. Tyler K. has 1 mobile phone numbers on RocketReach.