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Lang Nelson, CFA, CFP

Lang Nelson, CFA, CFP

Consultant

Followers of Lang Nelson, CFA, CFP302 followers
location of Lang Nelson, CFA, CFPSeattle, Washington, United States

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  • Timeline

  • About me

    Founder at Viceroy Investment Advisors

  • Education

    • Western Washington University

      1993 - 1996
      Bachelor of Arts Finance Concentration

    • University of Washington

      2001 - 2004
      Masters in Business Administration

  • Experience

    • Wurts & Associates

      May 1997 - Apr 2001
      Consultant

    • Quellos Group, LLC

      Apr 2001 - May 2007
      Manager

    • McCutchen Group LLC

      May 2007 - Sept 2010
      Chief Investment Officer and Relationship Manager

    • BlueSteal

      Nov 2010 - now
      Founder

    • Viceroy Investment Advisors LLC

      Jan 2011 - now
      Founder

      Viceroy Investment Advisors works with a select group of individuals and families to manage their investments and coordinate their overall financial plan.

  • Licenses & Certifications

    • Certified Financial Planner

      Certified Financial Planner Board of Standards, Inc.

    • Chartered Financial Analyst

      CFA Institute

  • Volunteer Experience

    • Board Member

      Issued by Downtown Everett Association on Dec 2012
      Downtown Everett AssociationAssociated with Lang Nelson, CFA, CFP