Curtis L. Lyman Email & Phone Number
@columbus.rr.com
LinkedIn matched
Who is Curtis L. Lyman? Overview
A concise factual answer block for searchers comparing this professional profile.
Curtis L. Lyman is listed as Director at Twenty Four Wealth, based in Palm Beach Gardens, Florida, United States. AeroLeads shows a work email signal at columbus.rr.com and a matched LinkedIn profile for Curtis L. Lyman.
Curtis L. Lyman previously worked as CEO/CIO at Alpha Beta Gamma Wealth Management and CEO/CIO at Alpha Beta Gamma Wealth Management. Curtis L. Lyman holds Juris Doctor (Jd), Law from Case Western Reserve University School Of Law.
Email format at Twenty Four Wealth
This section adds company-level context without repeating Curtis L. Lyman's masked contact details.
AeroLeads found 1 current-domain work email signal for Curtis L. Lyman. Compare company email patterns before reaching out.
About Curtis L. Lyman
Curt Lyman is the Chief Executive Officer and Chief Investment Officer of Alpha Beta Gamma Wealth Management, a Registered Investment Advisory Firm. Curt Lyman and Alpha Beta Gamma's objective are to create and implement financial strategies to help protect high net worth clients' futures. Curt Lyman's 30 years of industry experience are reflected in Alpha Beta Gamma Wealth Management's best business and investment practices. Alpha Beta Gamma's client intake process, dynamic asset allocation process, portfolio implementation and review process are all influenced by Curt's experience as the former President/CEO of three nationally known trust companies and by his time spent in bulge bracket firms on Wall Street. As an attorney and as someone who has operated under the Investment Adviser's Act of 1940 for over 15 years, Curt's attention to fiduciary principles has been intense and unbending. While relative portfolio returns are nice, what really matters to clients is absolute performance. Are you making money? Alpha Beta Gamma Wealth Management is about bottom line performance and high touch client service using many of the most advanced investment management techniques today that result because of academic work over the past 30 years. Coupled with state of the art technology, client service and access is better than it has ever been, giving Alpha Beta Gamma Clients greater insight and control in the achievement of their portfolio objectives. Alpha Beta Gamma Wealth Management's specialties are Wealth Management, Wealth Optimization, Financial Planning, Portfolio Design and Implementation, Risk Management, and Practice Management Using Technology and Client Representation.
Listed skills include Investments, Investment Advisory, Wealth Management, Portfolio Management, and 46 others.
Curtis L. Lyman's current company
Company context helps verify the profile and gives searchers a useful next step.
Curtis L. Lyman work experience
A career timeline built from the work history available for this profile.
Ceo/Cio
CurrentBottom line responsibility for the business of the firm and for protecting and increasing our clients' wealth
Managing Director/Partner
Curt Lyman was one of the original HighTower Partners, joining this start up financial services firm in late 2008. Curt oversaw the direction, marketing, client retention and acquisition, service offerings and portfolio management and servicing of client portfolios. Curt oversaw and managed staff of 4 professionals and was directly responsible for the.
President/Ceo
President/CEO of a national investment advisor specializing in wealth management to high net worth individuals and institutions.
Sr. Managing Director
Founder of Broker Dealer/Registered Investment Advisor business in south Florida.
Sr. Vice President
Built a '40's Act Investment Advisory Practice for the firm in the southeastern United States.
President
President of this ultra-high net worth private banking initiative.
Founding President/Ceo
Founding President of the Raymond James Trust Company. Effected the acquisition of Sound Trust Company, Tacoma, WA for the firm.
Vice President
Officer responsible for business development for this Money Center Institution, specializing in meeting the needs of high net worth individuals, institutions and foundations.
Financial Advisor
Providing financial and insurance planning and advice to high net worth clients.
District Attorney
Responsible for Criminal Prosecutions on behalf of the People of the State of New York.
Attorney/Partner
Name partner in New York law firm representing individual clients, corporations and business entities, and municipal corporations including municipal townships, school districts, and industrial development agency. Active litigation practice which included duties as a member of the District Attorney's office.
Curtis L. Lyman education
Juris Doctor (Jd), Law
Bachelor Of Arts (B.A., Cum Laude), Sociology/Economics
Frequently asked questions about Curtis L. Lyman
Quick answers generated from the profile data available on this page.
What company does Curtis L. Lyman work for?
Curtis L. Lyman works for Twenty Four Wealth.
What is Curtis L. Lyman's role at Twenty Four Wealth?
Curtis L. Lyman is listed as Director at Twenty Four Wealth.
What is Curtis L. Lyman's email address?
AeroLeads has found 1 work email signal at @columbus.rr.com for Curtis L. Lyman at Twenty Four Wealth.
Where is Curtis L. Lyman based?
Curtis L. Lyman is based in Palm Beach Gardens, Florida, United States while working with Twenty Four Wealth.
What companies has Curtis L. Lyman worked for?
Curtis L. Lyman has worked for Twenty Four Wealth, Alpha Beta Gamma Wealth Management, Hightower, Alpha Wealth Management, and Us Fiduciary.
How can I contact Curtis L. Lyman?
You can use AeroLeads to view verified contact signals for Curtis L. Lyman at Twenty Four Wealth, including work email, phone, and LinkedIn data when available.
What schools did Curtis L. Lyman attend?
Curtis L. Lyman holds Juris Doctor (Jd), Law from Case Western Reserve University School Of Law.
What skills is Curtis L. Lyman known for?
Curtis L. Lyman is listed with skills including Investments, Investment Advisory, Wealth Management, Portfolio Management, Asset Management, Financial Advisory, Asset Allocation, and Financial Services.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial