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Tyler Selby Lang
Amministratore Delegato presso Journey Advisory Group LLC
Profilo
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.
Posizioni attive di Tyler Selby Lang
Società | Posizione | Inizio |
---|---|---|
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. | Amministratore Delegato | 01/01/1959 |
Precedenti posizioni note di Tyler Selby Lang
Società | Posizione | Fine |
---|---|---|
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 |
Formazione di Tyler Selby Lang
Duke University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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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 |
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