Tyler Soares, CFA
SENIOR MANAGER - INVESTMENT STRATEGY
- BA in Economics, magna cum laude and Phi Beta Kappa - Columbia University, Columbia College
- Chartered Financial Analyst (CFA)
Asset Management - Wellington Management
Investment Banking - Morgan Stanley
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.