2 years ago
President Biden Signs the American Rescue Plan
This $1.9 trillion coronavirus relief package is designed to accelerate...
- With CAPTRUST Since 2020
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10 South Jefferson St #1210
Roanoke, VA 24011
Tyler Pugh, CFA®, CMT
Vice President,
Financial Advisor
- Roanoke, VA
- Born to Run | Braveheart
- Leonardo da Vinci and David Goggins
- It's never wrong to do the right thing.
- Integrity, discipline, sense of humor
Financial Advisors
Tyler Pugh is a wealth management financial advisor based in Roanoke, VA.
Tyler serves as a financial advisor responsible for providing investment advisory services and comprehensive wealth management services to high-net-worth individuals, families, and institutions. He has 25 years of experience in the industry and received a Bachelor of Science degree in business administration from the University of Richmond, Robins School of Business. He also holds the Chartered Financial Analyst® (CFA®) and Chartered Market Technician (CMT) designations.
Education
- Bachelor of Science degree in business administration from the University of Richmond, Robins School of Business
Industry Designations
- Chartered Financial Analyst® (CFA®)
- Chartered Market Technician (CMT)
Memberships
- Board Member, CFA Society Virginia
- Investment Advisory Board Member, Junior League of Roanoke Valley
- Board Member, Roanoke Valley Ladies Lacrosse Association
- Former President, North Cross School Alumni Association
News & Resources
Resources
Retirement Plans
2 years ago
Pension Funding Relief Included in the American Rescue Plan Act of 2021
While the ARP contains a variety of fiscal stimulus measures,...
Resources
3 years ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
Resources
3 years ago
America Has Voted
It’s early the morning of November 4, the day after...
