David Jang Joins Wertz York Capital Management Group

Aug 05, 2015, 07:00 ET from Wertz York Capital Management Group

TAMPA, Fla., Aug. 5, 2015 /PRNewswire/ -- Wertz York Capital Management Group, a Tampa-based SEC registered investment advisor, announced today that David Jang will be joining the firm as Partner, Client Advisory Services, and member of the executive team.

The firm specializes in cash management services and fixed income portfolio management for individual, corporate and governmental clients statewide and manages FL-FIT (Florida Fixed Income Trust) and IDP (Insured Deposit Portal).  Since its inception in 2000, the firm has managed billions of dollars in public funds. 

Jang will be advising Wertz York clients on bringing more efficiencies to their banking/custodial relationships; consulting and managing their operating surplus investment portfolios to improve yields; and advising clients on their deferred compensation programs to reduce costs to participants.

According to Brent Wertz, Principal, "We are thrilled that David will be joining our team.  He shares our values and our focus on building long-term relationships with clients through excellence in customer service and exceeding client expectations. Throughout his career, he has demonstrated that he genuinely cares about the success of his clients, and has a proven track record."

David has more than 25 years of fixed income management, treasury management, and investment advisory experience with an emphasis in the Florida government sector for the past 12 years.  Before joining Wertz York Capital Management Group, David was National Director of Client Advisory Services for the southeast region for Davidson Fixed Income Management.  He has also worked with the PFM Group in Orlando, Multi-Bank Securities, Sovereign Securities, and McDonald Investments.  His previous Treasury management experience includes Bank of Montreal, Sumitomo Bank, and Bank of New York.  David earned his B.S. in economics from the Wharton School at the University of Pennsylvania.

For more information, visit wertzyork.com or call 813-238-4800.

About Wertz York Capital Management Group
Wertz York Capital Management Group, LLC is a Tampa-based SEC Registered Investment Advisor founded in 2000. The firm specializes in short duration fixed income management for both capital and operating funds for special taxing districts, school districts and local governments throughout the State of Florida.

SOURCE Wertz York Capital Management Group