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Tyler Gaffney
Analyst-Equity presso Peak Financial Management, Inc.
Profilo
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.
Posizioni attive di Tyler Gaffney
Società | Posizione | Inizio |
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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 | - |
Formazione di Tyler Gaffney
University of Worcester | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 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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