Tyler Gaffney
Analyst-Equity at Peak Financial Management, Inc.
Profile
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.
Tyler Gaffney active positions
Companies | Position | Start |
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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 | - |
Training of Tyler Gaffney
University of Worcester | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 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 |
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