Tyler Smith, Cfa
About Tyler Smith, Cfa
Tyler Smith, CFA, serves as the Associate Regional Director at Russell Investments, focusing on enhancing the client experience and supporting advisor partners. He has a diverse background in finance, having held various roles at firms such as TD Ameritrade, Fidelity Investments, and The Retirement Plan Company.
Current Role at Russell Investments
Tyler Smith serves as the Associate Regional Director at Russell Investments, a position he has held since 2022. Based in Milwaukee, Wisconsin, he focuses on enhancing the client experience by supporting advisor partners in their business growth. His role involves collaborating with high-quality advisors across Massachusetts, Rhode Island, and Connecticut to improve financial security for clients.
Previous Experience in Financial Services
Before joining Russell Investments, Tyler Smith accumulated extensive experience in the financial services industry. He worked as a Fixed Income Specialist at TD Ameritrade from 2010 to 2013 in the Dallas/Fort Worth Area. He later held a similar position at Fidelity Investments from 2014 to 2019 in Covington, Kentucky. Additionally, he served as an Internal Wholesaler at The Retirement Plan Company, LLC from 2020 to 2022.
Education and Qualifications
Tyler Smith studied at Kansas State University, where he earned a Bachelor of Science degree in Business Administration. He holds the Chartered Financial Analyst (CFA) designation, which signifies his expertise in investment management and financial analysis.
Career Progression and Roles
Tyler's career in finance includes various roles that contributed to his professional development. He worked as an Operations Analyst at Scanner Applications from 2008 to 2010 and briefly served as the Director of Client Services at RedTree Investment Group in 2019. He also worked as a Registered Representative at First Command Financial Services for ten months in 2014.
Client-Centric Focus
Throughout his career, Tyler Smith has been dedicated to enhancing the client experience. He is part of a team that provides insights, expertise, tools, and advice aimed at improving financial security. His focus on enabling advisor partners to concentrate on business growth reflects his commitment to client service in the financial industry.