Tyson C. Reed, Sr. | Partner

Focus Area: Head of Retirement Solutions/Business Development

Education: Villanova University

Tyson joined the firm as a partner bringing over 25 years of experience working with ultra-high net worth private clients, closely-held business owners, and institutions. Prior to joining WhaleRock, he was most recently at JP Morgan, where he advised some of the bank’s largest clients in addressing their complex planning, banking, fiduciary, charitable, and investment needs.

At WhaleRock, Tyson continues to work with principals of closely-held businesses and institutions, with a particular focus on banking and investing. He also advises on the full spectrum of wealth management matters, collaborating with his experienced team and network of expert professionals in their respective industries to develop optimal client solutions.

Prior to JP Morgan, Tyson was Managing Director at U.S. Trust / Bank of America, where he served as Private Banker to high-net-worth individuals and their families, including executives, proprietors, and prominent institutional clients. During those years, Tyson worked with his current Partner at WhaleRock, Brad Dorman, on many key relationships, several which are WhaleRock clients today. Prior to joining U.S. Trust in 2001, he was Vice President at Thomson Financial, and began his career in 1988 at Chase Manhattan Bank in New York City, in the Global Custody and Securities division.

An active member of his community, Tyson serves on the Board of Overseers at Newton-Wellesley Hospital, is a past Trustee of the Providence Preservation Society and member of the Rhode Island Estate Planning Council. Tyson resides with his wife Kristin in Newport, Rhode Island and Gulf Stream, Florida, and has three grown children. He earned a Bachelor of Arts at Villanova University, where he serves on the Board of the President’s Leadership Council as well as the Capital Campaign Executive Committee.