Tyler Selby Lang
Algemeen Directeur bij Journey Advisory Group LLC
Profiel
Mr. Tyler S.
Lang, CFA, is a Founder & Chief Executive Officer at Journey Advisory Group LLC.
He serves as the firm’s Chief Executive Officer focused on the delivery of exemplary investment management and financial planning services to JAG’s clients nationwide.
Prior to establishing Journey Advisory Group, Mr. Lang served clients in multiple capacities as a Portfolio Manager, Investment Research Analyst and Financial Advisor for various financial service companies.
With experience working in both large and small organizations, with private client groups, high net worth individuals and families as well as foundations, institutions, and endowments, he believes that the direct partnership model of Journey that permits Advisors to work one-on-one with clients building custom solutions designed around their goals and objectives is ideal.
He earned a BA from Duke University where he studied Public Policy, Economics and German.
He also holds the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations.
Actieve functies van Tyler Selby Lang
| Bedrijven | Functie | Begin |
|---|---|---|
Journey Advisory Group LLC
 Journey Advisory Group LLC Investment ManagersFinance Journey Advisory Group LLC (JAG) is a SEC-registered investment adviser and wealth management firm headquartered in Covington, Kentucky. The firm was founded by Tyler Lang and Stevan Lang in 1959 as Dynasty Advisor Group LLC. In 2022, they were acquired by Allworth Financial LP, which is owned by Allworth Financial Group LP. JAG provides discretionary investment advisory and financial planning services to individuals, high net-worth individuals, trusts and estates, charitable organizations, corporations or other business entities, pension and profit-sharing plans, and individual participants of retirement plans. | Algemeen Directeur | 01-01-1959 |
Eerdere bekende functies van Tyler Selby Lang
| Bedrijven | Functie | Einde |
|---|---|---|
Tapke Asset Management LLC
 Tapke Asset Management LLC Investment ManagersFinance Founded in 1999, Tapke Asset Management LLC is an employee owned investment management firm located in Crestview Hills, Kentucky. | Analyst-Equity | 07-06-2011 |
Opleiding van Tyler Selby Lang
| Duke University | Undergraduate Degree |
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Tapke Asset Management LLC
Tapke Asset Management LLC Investment ManagersFinance Founded in 1999, Tapke Asset Management LLC is an employee owned investment management firm located in Crestview Hills, Kentucky. | Finance |
Journey Advisory Group LLC
Journey Advisory Group LLC Investment ManagersFinance Journey Advisory Group LLC (JAG) is a SEC-registered investment adviser and wealth management firm headquartered in Covington, Kentucky. The firm was founded by Tyler Lang and Stevan Lang in 1959 as Dynasty Advisor Group LLC. In 2022, they were acquired by Allworth Financial LP, which is owned by Allworth Financial Group LP. JAG provides discretionary investment advisory and financial planning services to individuals, high net-worth individuals, trusts and estates, charitable organizations, corporations or other business entities, pension and profit-sharing plans, and individual participants of retirement plans. | Finance |
