Tyler joined Ballentine Capital Advisors to provide back-office support and operational efficiency to the team. As the Operations Specialist, he is responsible for monitoring client account activity, ongoing account maintenance, and portfolio reconciliation. Prior to joining Ballentine Capital Advisors, his most recent position was in Philadelphia where he served on the financial operations team. He gained valuable experience as an intern for United Capital Financial Advisors as well. Tyler earned a bachelor’s degree in Economics from the University of Delaware, which happens to be his home state. Tyler enjoys watching his Philadelphia sports teams, spending time with family, and finally getting to explore the South.
- FINRA registrations include SERIES 7, 63 and 65
- South Carolina Life, Accident, and Health Insurance