Tyson C. Reed, Sr.
Partner/President/COO at WhaleRock Point Partners LLC- Claim this Profile
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Bio
Tim Lodge
I have known Tyson for over 15 years and had the opportunity to work with him shortly after he joined WhaleRock Point Partners. Never afraid to ask the difficult question, Tyson has a natural ability to establish a level of trust and confidence with his clients and business partners. The relationships that are established are cemented with the personal service and attention provided by the WhaleRock team. With the same corporate values, he is a great addition to the WhaleRock family and I look forward to seeing Tyson and the entire team at WhaleRock continue down their road to success.
Tim Lodge
I have known Tyson for over 15 years and had the opportunity to work with him shortly after he joined WhaleRock Point Partners. Never afraid to ask the difficult question, Tyson has a natural ability to establish a level of trust and confidence with his clients and business partners. The relationships that are established are cemented with the personal service and attention provided by the WhaleRock team. With the same corporate values, he is a great addition to the WhaleRock family and I look forward to seeing Tyson and the entire team at WhaleRock continue down their road to success.
Tim Lodge
I have known Tyson for over 15 years and had the opportunity to work with him shortly after he joined WhaleRock Point Partners. Never afraid to ask the difficult question, Tyson has a natural ability to establish a level of trust and confidence with his clients and business partners. The relationships that are established are cemented with the personal service and attention provided by the WhaleRock team. With the same corporate values, he is a great addition to the WhaleRock family and I look forward to seeing Tyson and the entire team at WhaleRock continue down their road to success.
Tim Lodge
I have known Tyson for over 15 years and had the opportunity to work with him shortly after he joined WhaleRock Point Partners. Never afraid to ask the difficult question, Tyson has a natural ability to establish a level of trust and confidence with his clients and business partners. The relationships that are established are cemented with the personal service and attention provided by the WhaleRock team. With the same corporate values, he is a great addition to the WhaleRock family and I look forward to seeing Tyson and the entire team at WhaleRock continue down their road to success.
Credentials
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Chartered Trust Financial Analyst (Level I) and the Foundations of Investment Management Program
Stanford University -
Series 7, 66, and 63.
Financial Industry Regulatory Authority (FINRA)
Experience
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WhaleRock Point Partners LLC
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United States
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Financial Services
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1 - 100 Employee
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Partner/President/COO
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2014 - Present
At WhaleRock, I am 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. I have over 20 years of experience working with ultra high net worth private clients and institutional investment managers, most recently with JP Morgan, where I advised some of the bank’s largest clients in addressing their complex planning, banking, fiduciary, charitable and investment needs. Show less
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J.P. Morgan
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United States
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Financial Services
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700 & Above Employee
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Managing Director
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2010 - 2014
As Managing Director at J.P. Morgan, I advised and worked with the bank's largest clients and family offices addressing their complex planning, credit, banking, fiduciary, charitable and investment needs. My areas of concentration were: Closely held businesses, Real Estate and Inherited Wealth. Geographically focused in New England, New York and Florida. As Managing Director at J.P. Morgan, I advised and worked with the bank's largest clients and family offices addressing their complex planning, credit, banking, fiduciary, charitable and investment needs. My areas of concentration were: Closely held businesses, Real Estate and Inherited Wealth. Geographically focused in New England, New York and Florida.
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U.S. Trust
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Financial Services
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700 & Above Employee
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Managing Director
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2001 - 2010
As a Managing Director at U.S. Trust, Bank of America Private Wealth Management, I served as a Private Client Advisor to high net worth individuals and their families, including executives, proprietors, and many prominent commercial clients. During my time at the bank I teamed with WhaleRock Managing Partner, Brad Dorman, and, together, we managed a number of key relationships that continue to work with us today at WhaleRock. As a Managing Director at U.S. Trust, Bank of America Private Wealth Management, I served as a Private Client Advisor to high net worth individuals and their families, including executives, proprietors, and many prominent commercial clients. During my time at the bank I teamed with WhaleRock Managing Partner, Brad Dorman, and, together, we managed a number of key relationships that continue to work with us today at WhaleRock.
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Thomson Financial
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Financial Services
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500 - 600 Employee
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Senior Vice President
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1994 - 2000
Prior to leaving Thomson I led a seasoned and experienced team senior of professionals responsible for our largest national clients. My team covered Institutional Money Managers, Mutual Funds and provided Equity Research and Quantitative data to these managers. Before running the group I was in sales covering the same client base. Prior to leaving Thomson I led a seasoned and experienced team senior of professionals responsible for our largest national clients. My team covered Institutional Money Managers, Mutual Funds and provided Equity Research and Quantitative data to these managers. Before running the group I was in sales covering the same client base.
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Education
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1984 - 1988
Villanova University
Bachelor of Arts (B.A.), Communication, General
Community
