Nate Tyley, MBA

Nate Tyley is a Portfolio Specialist and Trader at e² Retirement Consulting, where he focuses on aligning portfolio strategies with client objectives through a comprehensive analysis of asset allocation, risk tolerance, and performance. He also conducts investment research and monitors global financial markets to identify tactical trading opportunities. Nate brings over three years of experience in the financial services industry, previously serving as an Investment Associate at Roell Capital Management.

Nate has obtained the Securities Industry Essentials certification, as well as the Series 7 and 66 securities licenses. He earned an MBA from the University of Wisconsin-Whitewater in 2022 and is actively pursuing the Chartered Financial Analyst (CFA) designation as a Level III candidate. Nate is deeply motivated by the opportunity to help clients achieve their goals and believes there’s real value in creating financial peace of mind. He brings a thoughtful, analytical approach—leveraging data, identifying opportunities, and making informed, strategic decisions that benefit clients.

Originally from Delafield, Wisconsin, Nate now resides in Wauwatosa, Wisconsin. In his free time, he enjoys spending time with family and friends, golfing, and cheering on Wisconsin sports teams. He also has a passion for reading, which reflects his natural curiosity and desire to continuously grow.