Tyler Soares
Tyler Soares, CFA, cpa
VICE PRESIDENT - INVESTMENT STRATEGY
- Master of Accounting, Beta Gamma Sigma - The Kenan-Flagler Business School at University of North Carolina - Chapel Hill
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- Class Valedictorian
- BA in Economics, magna cum laude and Phi Beta Kappa - Columbia University
- Chartered Financial Analyst (CFA)
- Certified Public Accountant (CPA)
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Previous Experience:
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Asset Management - Wellington Management
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Investment Banking - Morgan Stanley
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Zhang Financial
5931 Oakland Drive Portage, MI 49024
List of office locations
Email: clientservice@zhangfinancial.com | Toll-Free: 888-777-0126
Minimum investment requirement: $1,000,000 in Michigan, $2,000,000 outside of Michigan.
Investment Advice offered through Zhang Financial, a Fee-Only Wealth Management Group.
