Tyler Weitzenfeld

Tyler brings more than 4 years of experience in financial services, advisor engagement, business development, and client relationship management. As Senior Associate – Client Portfolio Manager, he is responsible for providing internal sales and service support to the firm’s capital development team.

Prior to joining Forum, Tyler was an Internal Sales Consultant with Advisor Asset Management, where he supported structured product distribution across broker-dealer and RIA channels. During his tenure, he helped drive significant territory growth, onboarded new producing advisors, expanded key intermediary relationships, and partnered with financial advisors on portfolio construction and product implementation strategies. Earlier in his career, Tyler gained experience supporting wealth management professionals through a client relations internship with TIAA-CREF.

Tyler holds a Bachelor of Science in Business Administration with concentrations in Management and Marketing from Creighton University and holds FINRA Series 7 and 66 licenses. Outside of work, Tyler enjoys staying active through sports and the gym and is an avid fisherman and skier. One of his more memorable fishing experiences was catching a 12-foot tiger shark weighing approximately 800 pounds.