Tyler Lambert, CFP®Wealth Planner
Tyler is a Wealth Planner at the firm. He works directly with clients on their financial affairs to help them achieve their goals. Tyler is particularly interested in tax planning, estate planning, and wealth transfer strategies.
Prior to joining the Ballentine Partners in 2016, Tyler worked at ALDI Food Market as a District Manager. He was responsible for the growth, development, and training of all of his employees as well as overseeing adherence to stringent store conditions. Prior to working at ALDI, Tyler also held positions as a Finance Intern across several different industries.
He graduated from Bentley University with a Bachelor of Science Degree in Finance and a minor in Mathematical Sciences and Management. Tyler is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Tyler lives in Litchfield, NH with his wife, their one child, and their dog. In his free time, he enjoys playing sports: mostly tennis, basketball, and soccer. He is also an avid follower of many Boston sports teams.