Wealth Architect
Current
2012 - Present
~14 yrs 5 mos
AeroLeads people directory · profile
Tyler Scott, Cfa, Cfp® Email & Phone Number
Wealth Architect
at
Wealth Architects, LLC
1 work email found
@wealtharchitects.com
12 phones found area 415, 303, 650, and 503
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Architect
Location
San Francisco Bay Area, United States, United States
Company size
Who is Tyler Scott, Cfa, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Tyler Scott, Cfa, Cfp® is listed as Wealth Architect at Wealth Architects, LLC, a company with 22 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at wealtharchitects.com, phone signal with area code 415, 303, 650, 503, and a matched LinkedIn profile for Tyler Scott, Cfa, Cfp®.
Tyler Scott, Cfa, Cfp® previously worked as Partner & Senior Portfolio Manager at Sand Hill Global Advisors, Llc and Portfolio Manager at Quantum Capital Management. Tyler Scott, Cfa, Cfp® holds Bachelor Of Science (B.S.), Finance from University Of Colorado At Boulder.
Company email context
Email format at Wealth Architects, LLC
This section adds company-level context without repeating Tyler Scott, Cfa, Cfp®'s masked contact details.
{first}@wealtharchitects.com
89% confidence
AeroLeads found 1 current-domain work email signal for Tyler Scott, Cfa, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Tyler Scott, Cfa, Cfp®
Tyler Scott, Cfa, Cfp® is a Wealth Architect at Wealth Architects, LLC. He possess expertise in merchandising, retail, forecasting, inventory management, grocery and 19 more skills.
Listed skills include Merchandising, Retail, Forecasting, Inventory Management, and 20 others.
Current workplace
Tyler Scott, Cfa, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Wealth Architects, Llc
5 roles · 27 years
Tyler Scott, Cfa, Cfp® work experience
A career timeline built from the work history available for this profile.
Partner & Senior Portfolio Manager
Wealth management firm with over $1 billion in assets under management serving high net worth individuals, families, foundations and endowments.-Became partner/owner in June of 2009.-Responsible for the portfolio management and implementation of the firm’s most complex high net worth and non-profit clients. Ultimately responsible for co-managing total firm.
2006 - 2012
~6 yrs
Portfolio Manager
Quantum Capital Management
Boutique high net worth investment management firm with $350 million in assets under management.-Research and portfolio management team member responsible for managing 25% of assets under management taking into consideration clients’ objectives, constraints and targeted asset allocation.-Analyzed and delivered recommendations on equities in covered sectors.
2001 - 2006
~5 yrs
Analyst
Mpower Advisors, Llc
2000 - 2001
~1 yr
Team Leader
Fisher Investments
1999 - 2000
~1 yr
Team & coworkers
Colleagues at Wealth Architects, LLC
Other employees you can reach at wealtharchitects.com. View company contacts for 22 employees →
CM
Chris Missirlian, Cfp®
Colleague at Wealth Architects, LlcSan Jose, California, United States, United States
View →
CH
Clegg Hubbell
Colleague at Wealth Architects, LlcEncinitas, California, United States, United States
View →
WB
William Boscacci
Colleague at Wealth Architects, LlcSan Francisco, California, United States, United States
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IN
Iris Nguyen
Colleague at Wealth Architects, LlcMountain View, California, United States, United States
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JA
Jane Ann Gardner
Colleague at Wealth Architects, LlcGreater Reno Area, United States
View →
AA
Alex Anders
Colleague at Wealth Architects, LlcSan Jose, California, United States, United States
View →
VT
Vivian Tang, Cfa, Cipm
Colleague at Wealth Architects, LlcMountain View, California, United States, United States
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DS
Destiny Serna
Colleague at Wealth Architects, LlcMountain View, California, United States, United States
View →
AC
Amy Cono, Cfp®
Colleague at Wealth Architects, LlcLos Gatos, California, United States, United States
View →
JM
Justin Mazzon, Cfa
Colleague at Wealth Architects, LlcSan Francisco Bay Area, United States
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Chris Missirlian, Cfp®
Colleague at Wealth Architects, LlcSan Jose, California, United States, United States
View →
CH
Clegg Hubbell
Colleague at Wealth Architects, LlcEncinitas, California, United States, United States
View →
WB
William Boscacci
Colleague at Wealth Architects, LlcSan Francisco, California, United States, United States
View →
IN
Iris Nguyen
Colleague at Wealth Architects, LlcMountain View, California, United States, United States
View →
JA
Jane Ann Gardner
Colleague at Wealth Architects, LlcGreater Reno Area, United States
View →
AA
Alex Anders
Colleague at Wealth Architects, LlcSan Jose, California, United States, United States
View →
VT
Vivian Tang, Cfa, Cipm
Colleague at Wealth Architects, LlcMountain View, California, United States, United States
View →
DS
Destiny Serna
Colleague at Wealth Architects, LlcMountain View, California, United States, United States
View →
AC
Amy Cono, Cfp®
Colleague at Wealth Architects, LlcLos Gatos, California, United States, United States
View →
JM
Justin Mazzon, Cfa
Colleague at Wealth Architects, LlcSan Francisco Bay Area, United States
View →
1 education record
Tyler Scott, Cfa, Cfp® education
FAQ
Frequently asked questions about Tyler Scott, Cfa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Tyler Scott, Cfa, Cfp® work for?
Tyler Scott, Cfa, Cfp® works for Wealth Architects, LLC.
What is Tyler Scott, Cfa, Cfp®'s role at Wealth Architects, LLC?
Tyler Scott, Cfa, Cfp® is listed as Wealth Architect at Wealth Architects, LLC.
What is Tyler Scott, Cfa, Cfp®'s email address?
AeroLeads has found 1 work email signal at @wealtharchitects.com for Tyler Scott, Cfa, Cfp® at Wealth Architects, LLC.
What is Tyler Scott, Cfa, Cfp®'s phone number?
AeroLeads has found 12 phone signal(s) with area code 415, 303, 650, 503 for Tyler Scott, Cfa, Cfp® at Wealth Architects, LLC.
Where is Tyler Scott, Cfa, Cfp® based?
Tyler Scott, Cfa, Cfp® is based in San Francisco Bay Area, United States, United States while working with Wealth Architects, LLC.
What companies has Tyler Scott, Cfa, Cfp® worked for?
Tyler Scott, Cfa, Cfp® has worked for Wealth Architects, Llc, Sand Hill Global Advisors, Llc, Quantum Capital Management, Mpower Advisors, Llc, and Fisher Investments.
Who are Tyler Scott, Cfa, Cfp®'s colleagues at Wealth Architects, LLC?
Tyler Scott, Cfa, Cfp®'s colleagues at Wealth Architects, LLC include Chris Missirlian, Cfp®, Clegg Hubbell, William Boscacci, Iris Nguyen, and Jane Ann Gardner.
How can I contact Tyler Scott, Cfa, Cfp®?
You can use AeroLeads to view verified contact signals for Tyler Scott, Cfa, Cfp® at Wealth Architects, LLC, including work email, phone, and LinkedIn data when available.
What schools did Tyler Scott, Cfa, Cfp® attend?
Tyler Scott, Cfa, Cfp® holds Bachelor Of Science (B.S.), Finance from University Of Colorado At Boulder.
What skills is Tyler Scott, Cfa, Cfp® known for?
Tyler Scott, Cfa, Cfp® is listed with skills including Merchandising, Retail, Forecasting, Inventory Management, Grocery, Cross Functional Team Leadership, Management, and Pricing.
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