Tyler A. Pugliese
Tyler supports and partners with financial advisors on integrating asset management services through NewSquare Capital into their offerings. He serves as both a resource and a guide, helping advisors deepen their understanding of NewSquare’s portfolios, the firm’s investment philosophy, and investment approach. He provides access to personalized education, strategic guidance, technology training, and sales support. With his sharp thinking, clear communication, and willingness to help, advisors appreciate him as a valuable resource.
Additionally, Tyler plays a pivotal role in shaping and implementing the firm’s strategic direction, ensuring all initiatives align with overarching business goals to secure long-term success. Having played various roles since joining the firm in 2019, Tyler has an in-depth understanding of NewSquare’s portfolio management, operations, and go-to-market strategies. That, combined with his passion for making a difference, has earned him great respect from colleagues, advisors, and clients.
Tyler lives with his wife and two dogs in West Chester. In their free time, they prefer spending it outdoors, whether at the beach or in the mountains.