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Tyler Smith, CFA ®

Director of Client Services

Tyler Smith

Tyler has been working in the investment industry for nearly a decade, primarily focused on fixed income securities. During this time, he has created and implemented fixed income portfolios for institutional and retail investors. Tyler focuses on establishing and enhancing the client experience for all of RedTree’s valued clients.

Prior experience

+ Fidelity Investments, Fixed Income Specialist

+ TD Ameritrade, Fixed Income Specialist

Education

+ Bachelor of Science in Business Administration, Kansas State University

Certifications

+ Chartered Financial Analyst (CFA©)

+ Series 7, 66 (inactive)

Organizational & Community Involvement - Present

+ Cincinnati Symphony Orchestra, Various Roles

Personal

Tyler was born and raised in Oxford, Ohio and currently resides in Cincinnati. In his spare time, he enjoys reading, playing sports, and learning about local history.