Tyler Beeson

CFP®, CIMA®, CPWA®, MBA

Director

Tyler Beeson serves as a Director at RGT.  Tyler brings 17 years of wealth management experience and has expertise in investment management and financial planning. Prior to joining RGT, he spent 15 years at U.S. Trust, Bank of America Private Wealth Management and its predecessor firms the Bank of America Private Bank in Dallas and Montgomery Securities in San Francisco.

Tyler has been recognized in Barron’s Magazine as one of America’s “Best Bankers.” He was also recognized by D Magazine as one of the “Best Wealth Managers” in Dallas. He currently serves on the board of directors of the Interfaith Housing Coalition in Dallas and is Chairman of their annual charity golf tournament. He also is an active member of Highland Park United Methodist Church, coaches various sports teams through the Park Cities YMCA and volunteers as a member of many other charitable organizations in Dallas.

Tyler received his Bachelor of Business Administration majoring in Finance from the University of Arizona and his Master of Business Administration from Saint Mary’s College of California. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the CIMA and CPWA designations.  Tyler completed the Foundations of Investment Management Program at the Stanford University Graduate School of Business, and is a member of the CFA Society of Dallas-Fort Worth and FPA Dallas.

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