Tysann Forsman, CFA

Partner

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Tysann is a high-energy and focused professional who believes that success is not just about the outcome but also how it was achieved. She is known for exceptional analytical ability and problem solving skills. She excels when facing a new subject area and short timeframe. She is an accomplished and detail-oriented project manager and brings clarity and common sense to the forefront for clients as well as her colleagues.

 

Prior to joining Windward Mark in 2016, Tysann held a variety of roles at RBC Wealth Management. Starting in 2005 as a Brokerage Intern supporting the financial advisory team and was quickly promoted to a Registered Client Associate where she supported over 200 client relationships including corporate, high net worth individuals, retirement plans, non-profits and foundations.

 

From 2009 through 2013 Tysann assumed the role of Investment Associate where she worked with the financial advisory team managing key client relationships and investments with $500 million in assets under management. She joined RBC Global Asset Management in 2013 as a fixed income analyst and trader on their institutional trading desk.

 

Tysann graduated from the University of Minnesota’s Carlson School of Management and is a CFA Charterholder. She is talented musician and actively involved in the life of her community.