Tyler Pugh, CFA®, CMT

Vice President,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Tyler Pugh is a wealth management financial advisor based in Roanoke, VA.

Tyler serves as a financial advisor responsible for providing investment advisory services and comprehensive wealth management services to high-net-worth individuals, families, and institutions. He has 25 years of experience in the industry and received a Bachelor of Science degree in business administration from the University of Richmond, Robins School of Business. He also holds the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations.

Education

  • Bachelor of Science degree in business administration from the University of Richmond, Robins School of Business

Industry Designations

  • Chartered Financial Analyst®
  • Chartered Market Technician®

Memberships

  • Board Member, CFA Society Virginia
  • Investment Advisory Board Member, Junior League of Roanoke Valley
  • Board Member, Roanoke Valley Ladies Lacrosse Association
  • Former President, North Cross School Alumni Association

Resources

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