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Tyler Catalano

Tyler Catalano

Vice President - Senior Portfolio Consultant at Snowden Capital Advisors LLC

Greenwich, CT , United States

About

Tyler Catalano is Vice President - Senior Portfolio Consultant at Snowden Lane Partners in Greenwich, Connecticut, where he provides wealth advisory services to high-net-worth individuals and families. In this capacity, he focuses on tailored investment solutions, portfolio construction, and asset allocation designed to meet diverse client objectives.

His expertise spans a broad range of asset classes, including equities, fixed income, alternative investments, and multi-asset strategies, with a keen focus on delivering risk-adjusted returns for sophisticated portfolios. Prior to joining Snowden Lane Partners in 2022, Tyler advanced through roles at Fieldpoint Private, serving as Vice President - Senior Portfolio Consultant and previously as Assistant Vice President Portfolio Analyst, where he fine-tuned his skills in investment consulting and portfolio analytics.

Tyler holds a degree in Finance from the University of South Carolina-Columbia, grounding his advisory practice in robust financial fundamentals. He is recognized for his client-centric approach and strategic portfolio management, contributing to the growth of bespoke investment solutions within the independent wealth management sector.

Career History

OrganizationRoleDate RangeDetails
Snowden Lane PartnersVice President - Senior Portfolio ConsultantApr 2022 to Present
Fieldpoint PrivateVice President - Senior Portfolio ConsultantMar 2021 to Apr 2022
Fieldpoint PrivateAssistant Vice President Portfolio AnalystMay 2018 to Mar 2021
Fieldpoint PrivateAssistant Vice President Performance Reporting AnalystFeb 2018 to May 2018
Fieldpoint PrivatePerformance Reporting AnalystFeb 2016 to Feb 2018
Noble GroupSettlement AnalystOct 2015 to Feb 2016
• Managed trade settlements ensuring they were completed to the agreed financial contracts. • Provided support to the traders and schedulers. • Recorded, processed and ensured prompt payment ...
Fieldpoint PrivateFinance InternJun 2014 to Aug 2014
• Worked with wealth management advisors on client portfolios. • Settled and reported bought and sold securities. • Completed finance activities such as reconciliations, daily, month end, and quarter ...
In Touch EntertainmentAssistant Booking AgentMar 2013 to Sep 2013
• Helped book domestic and international tours that resulted in profit for the talent and revenue for the company. • Responsible for researching venues for clients and depositing them into a database....
Mamaroneck Beach and Yacht ClubLifeguardMay 2013 to Aug 2013
Sand Pipers CampCounselorJun 2011 to Aug 2012
Innovative Strategic GroupInternJun 2012 to Jul 2012
• Worked with management on business plan that led to the launch of a new product. • Identified and developed long-term business targets to increase the revenue. • Conducted market research on new con...

Education

University of South Carolina-Columbia

Finance, General

2011 2015

Skills & Expertise

Event Planning
Leadership
Microsoft Office
Teamwork
Microsoft Word
CRM Databases
Management
PowerPoint
Research
Microsoft Excel
Social Media
Public Speaking
Finance
Microsoft Outlook
Customer Service
Sales
Outlook
Microsoft PowerPoint

Others at Snowden Capital Advisors LLC (5)

NameRoleLocation
A
Alexandra Chan
Investment AnalystNew York, NY , United States
Ashley LaMothe
Ashley LaMothe
Planning and Investment AnalystTX , United States
Coe Kerr
Coe Kerr
Senior partner, portfolio managerWilmot, NH , United States
peter Hwang
peter Hwang
Senior PartnerParamus, NJ , United States
Stephen Bartholow
Stephen Bartholow
Senior PartnerBluffton, SC , United States

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