Hello, I’m Tyler.
Partnering with Summit, I specialize in creating investment portfolios that align with each client's unique interests, goals, and values. I manage the 3-Pillars, Best-of-Breed, and Dynamic Income Allocation Portfolios, making efforts that each strategy is tailored to our clients' specific needs and risk. Through proactive investment planning, my goal is to support the well-being of clients’ investments.
I’m inspired by …
Warren Buffett, the father of value investing, is not just a figure in finance for me. His principles have inspired my journey and shaped my career. His approach to investing is the cornerstone of why I do what I do, and following his principles has not only shaped my investment philosophy but also my professional journey.
I recently achieved the goal of …
I am proud to share that I have finished reading 500 business books since graduating college, averaging 25 books a year.
Life Outside of Work
My hobbies include being assistant Coach for Baron Collier High School lacrosse team, mentoring business school students at FGCU, spending free time with my wife and two children, the Cubs and Green Bay Packers, watching college football, and reading.
Pelican Bay Capital Management (PBCM) is Moran Wealth Management® (MWM) an SEC registered investment adviser located in Naples, Florida. Registration as an investment adviser does not imply a certain level of skill or training. The publication of PCBM’s website on the Internet should not be construed by any consumer or prospective client as MWM’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.
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Results displayed herein prior to 12/31/2022 were achieved under a different firm prior to being acquired by Moran Wealth Management. The accounts managed at the predecessor firm were, however, achieved by the same personnel and were managed substantially similar to the accounts managed at Moran Wealth Management.
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