Tyson C. Reed, Sr. | Partner

 
Tyson Reed Headshot.PNG

Focus Area: Head of Retirement Solutions/Business Development

Education: Villanova University

Tyson joined the firm as a partner in 2014. He brings over 20 years of experience working with ultra high net worth private clients and institutional investment managers, most recently with JP Morgan, where he advised some of the bank’s largest clients in addressing their complex planning, banking, fiduciary, charitable and investment needs.

At WhaleRock, Tyson is responsible for developing and managing relationships with high net worth clients and their families, advising on the full spectrum of wealth management issues, drawing upon the various resources of the firm and its outside network of expert professionals.

Prior to JP Morgan, Tyson was Managing Director at U.S. Trust, Bank of America Private Wealth Management, where he served as a Private Client Advisor to high net worth individuals and their families, including executives, proprietors, and prominent commercial clients. During those years Tyson teamed with WhaleRock Managing Partner Brad Dorman on key relationships, many of which are now here at WhaleRock.

Prior to joining U.S. Trust in 2001, he was a Vice President at Thomson Financial, and began his career in 1988 at Chase Manhattan Bank in New York, in the Global Custody and Securities division. Tyson currently holds numerous professional securities licenses – Series 7, 66, and 63. Committed to a continuing education, he has completed various executive education courses, including Chartered Trust Financial Analyst (Level I) and the Foundations of Investment Management program at Stanford University. An active member of his community, Tyson serves on the Board of Overseers at Newton-Wellesley Hospital, is a past Trustee of the Providence Preservation Society and member of the Rhode Island Estate Planning Council. Tyson resides with his wife Kristin and their three children in Newport, Rhode Island.

Tyson earned a Bachelor of Arts at Villanova University, and serves as on the Board of the President’s Leadership Council as well as the Capital Campaign Executive Committee.