Tyler Young is a member of our Financial Planning Team. Prior to joining RGT*, Tyler worked as a trust investment associate at Happy State Bank and Trust Company, a regional bank based in Amarillo, Texas. Tyler’s primary responsibilities included investment research, portfolio management and coordinating with trust administrators to meet each client’s financial goals.
Professionally, Tyler is actively involved with the CFA Society of Dallas-Fort Worth and currently serves on the CFA DFW Board of Directors.
Tyler graduated from West Texas A&M University with a Bachelor of Business Administration in Finance and Economics, a Master of Science in Finance and Economics and a Master of Professional Accounting. Tyler is a Certified Public Accountant and is currently pursuing his CFP® certification. He has also passed all three exams for the Chartered Financial Analyst (CFA) designation and may be awarded his charter upon completion of work experience.
*This is not a CPA firm