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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Fort Point Capital Partners | Investment Associate | Nov 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 Group | Wealth Management Intern | Jun 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)
| Name | Role | Location |
|---|---|---|
J Joel Newman | Trader | New York, NY , United States |
| Managing Partner | San Francisco, CA , United States | |
B Brandon T. | Senior Investment Associate | New York, NY , United States |
| Managing Partner | San Francisco, CA , United States |
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D Doug Couden | Chief Investment Officer | Baker Avenue Asset Management, LP | San Francisco, CA , United States |