Tyler Lovingood

As a Certified Exit Planning Advisor® (CEPA®), Tyler focuses on preserving what matters most to owners: choice and control. His role is to help clients build strategic optionality—so they can sell, hold, recapitalize, transfer, or walk away on their own terms, rather than someone else’s.

Tyler is also a Chartered Market Technician® (CMT®), having completed the most advanced global curriculum in technical market analysis. This background gives him a disciplined, probability-based framework for understanding risk, asymmetry, and market behavior—critical when owners transition from concentrated business risk to managing significant investable capital, often for the first time.

Working closely with Mike and Christi Shell, Tyler helps deliver Shell Capital’s integrated private-wealth experience. His role is deliberately collaborative—designed to complement M&A advisors, business brokers, CPAs, and attorneys by improving decision quality and coordination, not competing for control of the process.

Before joining Shell Capital, Tyler served as a quantitative researcher at a large mutual fund company, where he designed and tested systematic investment strategies while supporting thousands of financial advisors nationwide. He earned his bachelor’s degree in finance from the University of Georgia and also holds the Certified ETF Advisor® (CETF®) designation.

After nearly a decade of mentorship and shared market discussions, Tyler joined Shell Capital when the alignment was right. Today, he serves as a trusted partner to business owners and the professionals who advise them—helping ensure that exits are intentional, coordinated, and designed to support the life that comes after the transaction, not just the transaction itself.