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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 |
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Peak Financial Management, Inc.
![]() Peak Financial Management, Inc. Investment ManagersFinance Peak Financial Management, Inc. (Peak Financial) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded by Pran Tiku in 1991. Peak Financial provides wealth management services to individuals and families. | Analyst-Equity | - |
Formation de Tyler Gaffney
University of Worcester | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 1 |
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Peak Financial Management, Inc.
![]() Peak Financial Management, Inc. Investment ManagersFinance Peak Financial Management, Inc. (Peak Financial) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded by Pran Tiku in 1991. Peak Financial provides wealth management services to individuals and families. | Finance |