Chief Investment Officer
Tyler Rudek, CFA® joined Heritage Wealth Architects in 2015. As Chief Investment Officer, Tyler has been instrumental in honing the investment process at HWA. He is responsible for investment research and education, asset allocation, performance reporting, trading and rebalancing. Prior to working at HWA, Tyler held positions at Transamerica, Edward Jones and Accredited Home Lenders. At HWA, he focuses his practice on analyzing and evaluating all of the pieces of the investment puzzle to customize an optimal investment strategy for each client. Tyler graduated from the Carlson School of Management at the University of Minnesota-Twin Cities with a Bachelor of Science in Business. He also earned the Chartered Financial Analyst credential; the most respected and recognized designation in the investment management field. It is a rigorous process requiring over 900 hours of study and three exams spread over 3 years. Away from work, Tyler likes spending time with family and friends, preferably around a bonfire or grill, and enjoys sports, travel and visiting new horse racing tracks around the country.