The Team
Taylor Herzog, CFA®, CAIA®
Founder, Shareholder & Chief Investment Officer
Experience
Mr. Herzog has been deeply entrenched in the wealth, investment, risk, and technology management industries for over 20 years. Mr. Herzog has earned the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. He has a bachelor’s degree in finance from Texas Christian University (earned in 2 years) and is a graduate of the South West Graduate School of Banking Program at Southern Methodist University where he earned first place in the BankCEO competition.
Mr. Herzog served as an investment research analyst and technology solutions architect at a large Registered Investment Advisor in Dallas, Texas ($1 billion AUM) from 2006-2014 where he was responsible for investment policies, investment manager due diligence, portfolio management, and capital market return projections. Additionally, he was the architect and manager of the firm’s fully integrated SaaS solution of comprehensive performance reporting, portfolio rebalancing and trading, and customer relationship management systems.
Mr. Herzog served as a senior enterprise risk analyst with a focus on Model Risk Management at a large financial services holding company in Dallas, Texas ($13 billion AUM) from 2014-2016 where he worked to ensure that models were developed consistent with Model Risk Policy which included model development, testing, implementation, use, documentation and validation. These models included but were not limited to lending scoring models, interest rate risk shock models, and mortgage mark to market models.
Mr. Herzog served as the Chief Investment Officer of a Registered Investment Advisor in Dallas, Texas ($300 million AUM) from 2018-2020 where he managed the investment research team, trading desk, asset allocation and security models, and investment management technology platforms.
Today, Mr. Herzog serves as the Chief Investment Officer of TYME Advisors which is an SEC Registered Investment Advisor in Dallas, Texas ($500+ million AUM) where he serves in multiple capacities from financial advisor to portfolio manager to Outsourced Chief Investment Officer.
Andrew Herzog, CFP®, EA®
Financial Planning Consultant
Experience
Northwestern Mutual
The Watchman Group
Specialties
Financial Planning
Estate Planning
Tax Planning
Education
Certified Financial Planner
Enrolled Agent
Bachelors from University of Dallas
Our Team’s Credentials
Our team's industry credentials showcase our dedication to continuous learning and the highest professional standards.
Certified Financial Planner Certification
The Certified Financial Planner (CFP®) certification is a prestigious title that represents a high level of competency, ethics, and professionalism in the field of financial planning. It is awarded to individuals who have met rigorous qualification criteria, typically set by a recognized professional body in the financial services industry.
Chartered Financial Analyst Designation
A chartered financial analyst (CFA®) is a globally-recognized professional designation given by the CFA Institute, (formerly the AIMR (Association for Investment Management and Research)), that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas, such as accounting, economics, ethics, money management, and security analysis.
Chartered Alternative Investment Analyst Designation
Chartered Alternative Investment Analyst (CAIA®) is a professional designation granted by the Chartered Alternative Investment Analyst Association to candidates who have completed Level I and Level II examinations. The Chartered Alternative Investment Analyst Association has established the designation of CAIA to certify that the holders have met the association’s educational standard for specialists in the area of alternative investments. The alternative investments that a Chartered Alternative Investment Analyst is trained to assess include hedge funds, venture capital, private equity, funds of funds, derivatives, and real estate investments.
Southwestern Graduate School of Banking
The SW Graduate School of Banking Foundation at SMU is the first name in banking education, bank management training and bank director training programs. Thousands of financial services professionals have attended its banking management programs since its founding in 1957. Its banking industy participants fill the senior ranks of financial institutions, bank regulatory agencies, and bank-affiliated organizations throughout North America and abroad. Partnered with Southern Methodist University's renowned Edwin L. Cox School of Business, the Foundation offers bank management education at the corporate level. The Mission of the SW Graduate School of Banking is to be the Most Trusted Educational Source for Loan Officers, Bank Directors, Regulators, Commercial Lenders, Operations Officers, Marketing Officers and Management Professionals.
Contact Us
Call/Text: 469-480-7904
Email: [email protected]
TYME Advisors
5851 Legacy Circle
6th Floor
Plano, TX 75024
Disclaimer
This website is not an offer or solicitation in any jurisdiction in which the firm is not registered. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. The services, securities and financial instruments described on this website may not be suitable for you, and not all strategies are appropriate at all times. Investments involve risk and are not guaranteed. Past performance is not necessarily a guide to future performance. Independent advice should be sought in all cases.
TYME Advisors is a U.S. Securities and Exchange Commission (SEC) Registered Investment Advisor . Registration does not imply a certain level of skill or training. Information about the firm including the Customer Relationship Summary is available on the SEC’s website at www.adviserinfo.sec.gov. Information about our privacy policy is located here.