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Tyler Sloan

Tyler Sloan

Investment Associate at Fort Point Capital Partners LLC

San Francisco, CA , United States

About

Tyler Sloan is an Investment Associate at Fort Point Capital Partners LLC in San Francisco, California, where he supports portfolio management, risk analysis, and institutional client solutions. His current responsibilities include collaborating on the implementation of customized hedging and asset management strategies for high-net-worth individuals, family offices, and institutional investors. At Fort Point, Tyler works across sectors such as concentrated equity risk management, structured products, private investments, and multi-asset class portfolios, with a particular focus on complex derivatives, alternative credit, private equity, and real estate.

Before joining Fort Point Capital Partners, Tyler gained industry experience as a Wealth Management Intern at Lifelong Wealth Management Group, where he assisted with financial planning and developed skills in client portfolio analysis. He leverages this background—paired with his expertise in asset allocation and risk mitigation—to help design bespoke investment strategies for a diverse clientele.

Tyler holds a Bachelor of Science in Finance from the Leavey School of Business at Santa Clara University, where he developed a strong foundation in quantitative analysis and portfolio theory. His contributions at Fort Point are marked by a hands-on approach to managing complex client needs and by his growing expertise in alternative investments and institutional portfolio solutions.

Career History

OrganizationRoleDate RangeDetails
Fort Point Capital PartnersInvestment AssociateNov 2023 to Present
- Portfolio analysis: model prospective clients' portfolios against our Firm's strategies; create asset allocation proposals - Portfolio management: assist with directed trading and portfolio rebalanc...
Lifelong Wealth Management GroupWealth Management InternJun 2022 to Aug 2022
-Created and presented a retirement case study proposal for company clients, tailored to specific family goals and necessities -Completed Roth IRA conversion analysis to maximize long term after tax n...

Education

Santa Clara University Leavey School of Business

Bachelor of Science - BS, Finance, General

2019 2023

Others at Fort Point Capital Partners LLC (4)

NameRoleLocation
J
Joel Newman
TraderNew York, NY , United States
Tim McDowell
Tim McDowell
Managing PartnerSan Francisco, CA , United States
B
Brandon T.
Senior Investment AssociateNew York, NY , United States
Paul Touchstone
Paul Touchstone
Managing PartnerSan Francisco, CA , United States

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