Tyler Schlumpf

CFA®

Director of Investment Platform

(402) 315-5899

Tyler is the Director of Investment Platform with Carson Group Partners where he focuses on representing the firm’s unique investment strategies to Partners and clients. He is responsible for development and due diligence along with platform communications, training and support.

Before relocating from Phoenix to Omaha in 2015 to join Carson Group, Tyler started his career in the financial industry at the Vanguard Group over 10 years ago. While there, he worked with individual clients before ultimately consulting with the financial advisor community on portfolio construction. In 2012, he made the switch to Northern Trust where he was a portfolio manager with discretion over $250 million in client and trust assets. As a portfolio manager, he built custom portfolios for clients using a wide variety of investments, including equities, fixed income and private equity.

Tyler is a CFA® charterholder and has a degree in finance from San Diego State University where he graduated with honors. From 2012 to 2016, Tyler served on the board for the CFA® Society of Phoenix where he was responsible for organizing the CFA® Research Challenge for Arizona and Nevada.

He enjoys cooking, craft beer, Chargers football and spending time with his wife and his three sons, Rowan, Isaac and Eli.


Getting to Know Tyler

Favorite food: Homemade BBQ ribs, his wife’s pasta salad and a cold IPA

Hidden talent: He can juggle

Something on Tyler’s bucket list: Marlin fishing off the coast of Florida