Tyler Purdy

As a Wealth Management Analyst in Sequoia’s rotational training program, Tyler partners with wealth planning, asset management, and advisory teams across the firm, supporting clients at all levels of the wealth continuum. In his role, he gathers and analyzes data, prepares materials on market conditions and investment news, and participates in meetings to help develop and communicate each client’s strategy.

Tyler makes it a priority to understand each client’s unique situation, then works with the team to build personalized financial plans that move them toward their goals. He is energized by the connections he makes with clients and colleagues and is committed to bringing his full effort to work every day. Tyler is a Certified Public Accountant (CPA) and earned his Bachelor of Accountancy from the University of North Dakota. He also has his Series 65 license.

Tyler lives in Fargo, North Dakota, with his wife. Together, they enjoy traveling and spending time outdoors with their family and friends.