Investment decisions are complex and multiple factors impact those decisions. Similar to a good mechanic or dentist, an investment advisor should be able to take the complexities out of the subject matter while providing meaningful information. In this context, credentials and experience matter in providing a level of comfort and confidence in the advice.
J. Lang Nelson, CFA, CFP, MBA founded Viceroy Investment Advisors LLC (“Viceroy”) in 2011 and has over 15 years experience in the financial services industry. Prior to Viceroy, Lang served as Chief Investment Officer at McCutchen Group LLC. Lang has also gained significant investment and portfolio building experience in positions as a Private Client Investment Advisor at Quellos Capital Management LLC and as a Consultant at Wurts & Associates. Lang holds an MBA from the University of Washington and is a holder of the right to use the Chartered Financial Analyst designation and is a Certified Financial Planner professional. Lang is a member of the CFA Society of Seattle and the Snohomish County Estate Planning Council and is on the Board of Directors for the Downtown Everett Association.
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