Tyler joined M3 Family Office in 2021 and focuses on supporting private equity professionals in navigating the complexities of carried interest, tax strategy, and cash flow optimization. He played a key role in developing M3’s Carried Interest Modeling and Dashboard Report, providing clients with enhanced financial visibility and strategic insight. His work spans several critical areas, including lending and credit strategy, capital call management, and advanced treasury forecasting through M3’s proprietary quantitative models. He also collaborates with the team to develop wealth strategies, helping clients leverage carried interest as a transferable asset to optimize lifetime exemptions and minimize estate taxes.

Tyler received a BS (summa cum laude) in Finance and Accounting from Suffolk University in 2022.