Patrick E. Tylander
Director Ejecutivo en Slatestone Wealth LLC .
Perfil
Mr. Patrick E.
Tylander is a Founder & Co-Chief Executive Officer at Slatestone Wealth LLC.
He leads the company’s strategic M&A efforts of various advisor teams and independent RIAs.
He has over 15 years of corporate finance and business management leadership and has honed his vast entrepreneurial skill set over the years.
His experience in banking and investment advisory services has served to deliver significant growth and success over the years at the firms he’s been instrumental in growing.
Prior to co-founding SlateStone Wealth, he was Chief Financial Officer of Boston Private Wealth Management following the acquisition of Banyan Partners, LLC in October 2014.
While at Banyan Partners, as Chief Financial Officer, he was instrumental in the firm’s strategic growth specializing in new partner development and integration, legal engagement, and financial and technical operations.
He is a graduate of the University of Florida with a degree in Business Administration and Finance.
Cargos activos de Patrick E. Tylander
Empresas | Cargo | Inicio |
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Slatestone Wealth LLC
Slatestone Wealth LLC Investment ManagersFinance Slatestone Wealth LLC (Slatestone) is a SEC-registered investment adviser and wealth management firm headquartered in Jupiter, Florida. The firm was founded by Patrick E. Tylander and Sharon “Sherri” Daniels in 2017 as Slatestone Wealth Management LLC. They are a subsidiary of Slatestone Holdings LLC. Slatestone provides investment advisory and wealth management services to high and ultra-high net worth individuals, families, trusts, estates, corporations and other business entities. | Director Ejecutivo | 01/01/2017 |
Formación de Patrick E. Tylander.
University of Florida | Undergraduate Degree |
Experiencias
Funciones ocupadas
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Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Mujer
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Ejecutivos
Empresas relacionadas
Empresas privadas | 1 |
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Slatestone Wealth LLC
Slatestone Wealth LLC Investment ManagersFinance Slatestone Wealth LLC (Slatestone) is a SEC-registered investment adviser and wealth management firm headquartered in Jupiter, Florida. The firm was founded by Patrick E. Tylander and Sharon “Sherri” Daniels in 2017 as Slatestone Wealth Management LLC. They are a subsidiary of Slatestone Holdings LLC. Slatestone provides investment advisory and wealth management services to high and ultra-high net worth individuals, families, trusts, estates, corporations and other business entities. | Finance |
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