Profiel
Mr. Tyler S.
Dritz, CFA, is a Managing Partner at Lindbrook Capital LLC.
Prior to founding Lindbrook Capital, he spent almost 7 years at Oppenheimer & Co. where he co-formed the Posen/Dritz group and successfully built a team to manage assets for wealthy individuals, foundations and endowments.
While at Oppenheime.
Previously, he served as a consultant at Wilshire Associates advising public, corporate, foundation and endowment clients on investment policy, asset allocation, manager selection and performance measurement.
While at Wilshire, he further specialized in hedge fund research and analysis.
He received a Bachelor of Science from California Polytechnic State University at San Luis Obispo, is a Chartered Financial Analyst, and a member of the CFA Institute and the Los Angeles Society of Financial Analysts.
Actieve functies van Tyler Dritz
Bedrijven | Functie | Begin |
---|---|---|
Lindbrook Capital LLC
Lindbrook Capital LLC Investment ManagersFinance Lindbrook Capital LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded in 2011 by Tyler Dritz and Benjamin Posen. They provide investment consulting services to foundations, endowments, and affluent individuals and families. | Algemeen Directeur | 01-01-2011 |
Eerdere bekende functies van Tyler Dritz
Bedrijven | Functie | Einde |
---|---|---|
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Analyst-Equity | 01-08-2005 |
Opleiding van Tyler Dritz
California Polytechnic State University (San Luis Obispo) | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 2 |
---|---|
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Finance |
Lindbrook Capital LLC
Lindbrook Capital LLC Investment ManagersFinance Lindbrook Capital LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded in 2011 by Tyler Dritz and Benjamin Posen. They provide investment consulting services to foundations, endowments, and affluent individuals and families. | Finance |