Tyler Karl, CFA

Chief Investment Officer

Tyler Karl is a graduate of Arizona Christian University, where he earned two bachelor’s degrees in Business Administration and Music. He began his career as an equity and options trader at Charles Schwab before serving as a Portfolio Manager for a boutique asset-management firm and later as a Senior Portfolio Manager at a leading private bank. Tyler holds the Chartered Financial Analyst® designation and brings a disciplined, research-driven approach to investment management. As Chief Investment Officer at Heritage Family Offices, Tyler leads the firm’s investment philosophy, portfolio construction, and research efforts. He works with ultra-high-net-worth families, business owners, and executives, collaborating closely with their trusted team of advisors—including CPAs, attorneys, and lenders—to help align portfolios with long-term goals across market cycles. Outside of the office, Tyler enjoys spending time with his wife and daughters, strength training, and reading in philosophy, religion, economics, and history.