Our Team

At KJLK & Co., LLC, our passion for investing was sparked by Graham and Dodd's "The Intelligent Investor," shaping our philosophy and drawing inspiration from investment icons like Munger, Buffet, and Lynch. We believe in the power of making money work for oneself, continually refining our approach to deliver optimal results.

Dedication. Expertise. Passion.

Founder & Principal

Joe LaTurner

Work Experience

Joe has 20+ years of experience in finance and investments. He is a professional money manager who oversaw $400M in Assets Under Management (AUM).

Current Job

Joe has 5+ years experience as a full-time University Instructor at Northeastern State University (NSU) who taught Finance Principles, Investments, Portfolio Management, and Derivatives along with assisting with the Student Managed Investment Fund and the Battenfield-Carletti Investment Lab.

Education

Master of Science (MSF) in Finance, University of Tampa
Master in Business Administration (MBA), Stetson University
Bachelor of Science (BS) in Finance and Real Estate, University of Central Florida

Honor and Membership

Beta Gamma Sigma
Pi Kappa Alpha Fraternity

Chief Macro-Investment Specialist

Ge Yan

Work Experience

Ge’s career spanned local government finance, he has leadership roles in Middle East telecommunications and electricity equipment corporations, and he headed the Treasury Department in an $1.8 billion display panel company.

Current Job

As an investment manager in a provincial state-owned private equity firm, Ge bridges financial expertise with technological proficiency in financial research, computational modeling and contemporary business landscapes.

Education

Master, Finance, University of Tampa
Certificate, Computational Social Science, George Mason University
Bachelor, Software Engineering and English, PRC