About
Tyler A. Pugliese is an Analyst at NewSquare Capital LLC, based in Newtown Square, PA. In his current role, Tyler splits his responsibilities between the client service and portfolio management teams, supporting financial advisors on integrating asset management services, conducting portfolio performance audits, and overseeing trading operations and internal data management. He is also involved in project management and firmwide operational improvement initiatives.
Tyler’s work encompasses diverse asset classes and investment strategies, with involvement in both taxable and tax-exempt fixed income portfolios as well as diversified strategies tailored for conservative, moderate, and aggressive investor profiles. His specific expertise lies in helping deliver customized investment solutions, while applying a strong analytical approach and attention to risk management.
He began his career at NewSquare Capital, first as an intern during his studies and joining full time in 2019. Tyler holds a Bachelor of Science degree in Economics and Finance from West Chester University of Pennsylvania and is currently a candidate for the CFA charter, reflecting his commitment to professional development and industry expertise.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| NewSquare Capital, LLC | Analyst | Unknown to Present | — |
Education
West Chester University of Pennsylvania
Bachelor's degree, Economics & Finance
2015 — 2019
Others at Newsquare Capital LLC (8)
| Name | Role | Location |
|---|---|---|
 | Senior Municipal Portfolio Manager | Philadelphia, PA , United States |
M Miguel Biamon | Senior Fixed Income Portfolio Manager | Newtown Square, PA , United States |
| Vice President | Malvern, PA , United States | |
A Andrew Zach | Portfolio Analyst | Philadelphia, PA , United States |
 | Portfolio Analyst | Newtown Square, PA , United States |
L Laurie Freeborn | PM | Canada |
L Lee Grout | Senior Portfolio Manager | Downingtown, PA , United States |
 | Portfolio Manager | Lansdale, PA , United States |
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