Tyler Lovingood, CMT®, CEPA®, CETF®
Private Wealth Advisor | Chartered Market Technician® | Certified Exit Planning Advisor® | Certified ETF Advisor®
Tyler Lovingood joined Shell Capital after several years of mentorship with Mike Shell that was intentional and extended—focused on philosophy, judgment, and standards—before client relationships were ever entrusted. Tyler joined the firm when alignment was proven, not assumed.
Tyler works with business owners who have spent decades building something meaningful—and want to ensure that what comes next preserves what they’ve built, rather than unintentionally undoing it. His clients span a wide range of professions and industries, including physicians, surgeons, dentists, attorneys, CPAs, and owners of manufacturing, construction, and essential service businesses such as HVAC and electrical firms.
Most exits don’t fail because of bad deals. They fail because of poor preparation, forced timing, and decisions made under pressure that can never be reversed. Tyler’s work exists to prevent that outcome—not by pushing transactions, but by helping owners prepare long before a decision is forced.
Tyler helps business owners prepare to sell their business even if they aren’t ready to sell, don’t need to sell, and don’t want to sell. Because exits rarely happen on an ideal timeline. They are most often triggered by one of the 5 D’s—Death, Disability, Divorce, Distress, or Disagreement. When that happens, the outcome is already determined by the preparation that was—or wasn’t—done years earlier.
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. When exit readiness is done well, it improves outcomes even if a sale never occurs: stronger businesses, cleaner succession paths, lower tax exposure, and far fewer regrets.
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 management and family office 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.
Tyler, a self-taught computer programmer of quantitative trading systems, applies the scientific method to investing—examining how a disciplined set of rules behaved across many market environments so risk, drawdowns, and failure points are understood before meaningful capital is put at stake.
Before joining Shell Capital, he served as a quantitative researcher at a mutual fund firm offering liquid alternative funds, where he designed and tested systematic investment strategies while supporting thousands of financial advisors nationwide.
Tyler earned his bachelor’s degree in finance from the Terry College of Business at the University of Georgia, establishing a formal grounding in financial statements, capital markets, valuation, and corporate finance—the institutional framework within which investment decisions are made.
Tyler holds the Certified ETF Advisor® (CETF®) designation, demonstrating advanced knowledge of ETF structure, liquidity, and portfolio implementation—an important skill set for portfolios that are efficient, flexible, and risk-aware.
At Shell Capital, Tyler’s responsibility is simple but consequential: to help clients make irreversible decisions deliberately, with clarity around risk, optionality, and what comes next—so the wealth they create serves their life, not the other way around.
Tyler and his wife, Brooke, serve together at Watkinsville First Baptist, where Brooke is the full-time Women’s Director and Tyler serves as a deacon. They are the proud parents of a spirited two-year-old, Ella, who ensures that "sitting down" is rarely on the family schedule.