Tyler Aldrich
Tyler Aldrich brings over 5 years of private wealth experience to Gresham. His focus is to assist Gresham clients in achieving their financial goals while allowing them to shift their focus on the things most important to them.
Tyler joined the Gresham associate team in August 2024. His role involves working directly with Advisors in delivering wealth services by facilitating meetings, monitoring ongoing client related action items, developing customized strategies to enhance client performance/experience and preparing reports.
Before joining Gresham, Tyler spent ~4 years with Fiducient Advisors in two different roles… Client Service Associate & Consulting Analyst. As a CSA, Tyler was a primary point of contact for over $5bn in client AUM and assisted on client money movements, account registrations and daily operational tasks. As a Consulting Analyst, Tyler was the primary portfolio implementation specialist on over $4bn in client AUM. He facilitated annual rebalancing efforts to IPS portfolio targets, cash flow proposals for Advisor review, E-Money retirement planning proposals & preparation of quarterly/ad-hoc reporting for client meetings.
While with Fiducient, Tyler was also a member of several internal committees & featured in their monthly blog series: (https://www.fiducientadvisors.com/blog/executive-compensation-five-costly-mistakes).Tyler functioned as the Middle Office service liaison to assist on trading questions that arose among the analyst team. He also spearheaded the completion of Fiducient’s Investment Exposure CRM project & played a key role on the technology taskforce to test and implement new financial planning software for the private client office.
Outside of work, Tyler is a scratch golfer, an avid college sports fan, (Tyler worked for the University of Arizona athletic department in college), is training for a 2025 triathlon and is taking Jazz Piano lessons.
- B.S., University of Arizona, Eller College of Management
