Profile
Mr. Joseph W.
Styrna, CFA, is a Portfolio Manager at Parasol Investment Management LLC.
Mr. Styrna was previously employed by KeyBank NA (Cleveland, Ohio) and Lincoln Financial Advisors Corp.
He also worked as a Senior Research Analyst by Tactical Allocation Group LLC.
He earned a Bachelor of Science degree in Economics and Chemistry from the University of Michigan.
He is a Chartered Financial Analyst and a member of the CFA Institute.
He is also a candidate for his Chartered Market Technician.
Former positions of Joseph Walter Styrna
| Companies | Position | End |
|---|---|---|
Parasol Investment Management LLC
 Parasol Investment Management LLC Investment ManagersFinance Parasol Investment Management LLC provides investment advice. The company is based in Westmont, IL and was founded in 2011. | Portfolio Manager-Equities | 2017-03-28 |
Lincoln Financial Advisors Corp.
 Lincoln Financial Advisors Corp. Investment Banks/BrokersFinance Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors. | Corporate Officer/Principal | - |
KeyBank NA (Cleveland, Ohio)
 KeyBank NA (Cleveland, Ohio) Major BanksFinance KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH. | Corporate Officer/Principal | - |
Tactical Allocation Group LLC
 Tactical Allocation Group LLC Investment ManagersFinance Founded in 1988 by James Peters, Tactical Allocation Group LLC is a registered investment advisor located in Birmingham, Michigan. | Analyst-Equity | - |
Training of Joseph Walter Styrna
| University of Michigan | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Tactical Allocation Group LLC
Tactical Allocation Group LLC Investment ManagersFinance Founded in 1988 by James Peters, Tactical Allocation Group LLC is a registered investment advisor located in Birmingham, Michigan. | Finance |
Lincoln Financial Advisors Corp.
Lincoln Financial Advisors Corp. Investment Banks/BrokersFinance Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors. | Finance |
KeyBank NA (Cleveland, Ohio)
KeyBank NA (Cleveland, Ohio) Major BanksFinance KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH. | Finance |
Parasol Investment Management LLC
Parasol Investment Management LLC Investment ManagersFinance Parasol Investment Management LLC provides investment advice. The company is based in Westmont, IL and was founded in 2011. | Finance |
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