Curtis L. Lyman work email
- Valid
- Valid
Curtis L. Lyman personal email
- Valid
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.
-
DirectorTwenty Four WealthPalm Beach Gardens, Fl, Us -
Ceo/CioAlpha Beta Gamma Wealth Management Feb 2015 - PresentUsBottom line responsibility for the business of the firm and for protecting and increasing our clients' wealth -
Ceo/CioAlpha Beta Gamma Wealth Management 2015 - 2016Us -
Managing Director/PartnerHightower 2008 - Jan 2015Chicago, Il, UsCurt 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 profitability of The Lyman Group P/L within HighTower. -
President/CeoAlpha Wealth Management Nov 2007 - Dec 2008President/CEO of a national investment advisor specializing in wealth management to high net worth individuals and institutions.
-
Sr. Managing DirectorUs Fiduciary 2005 - 2007UsFounder of Broker Dealer/Registered Investment Advisor business in south Florida. -
Sr. Vice PresidentLehman Brothers 2001 - 2005UsBuilt a '40's Act Investment Advisory Practice for the firm in the southeastern United States. -
PresidentWilmington Trust, Fsb 1998 - 2001Wilmington, De, UsPresident of Wilmington Trust's Florida businesses. -
PresidentSti Private Capital Group, N.A. 1996 - 1998President of this ultra-high net worth private banking initiative.
-
Founding President/CeoRaymond James Trust Company 1992 - 1996Founding President of the Raymond James Trust Company. Effected the acquisition of Sound Trust Company, Tacoma, WA for the firm.
-
Vice PresidentChase Manhattan 1988 - 1991Officer responsible for business development for this Money Center Institution, specializing in meeting the needs of high net worth individuals, institutions and foundations.
-
Financial AdvisorMerrill Lynch 1985 - 1988Providing financial and insurance planning and advice to high net worth clients.
-
District AttorneyCounty Of Orleans, New York, Office Of The District Attorney 1979 - 1985Responsible for Criminal Prosecutions on behalf of the People of the State of New York.
-
Attorney/PartnerLyman And Lyman, Esqs. 1978 - 1985Name 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 Skills
Curtis L. Lyman Education Details
-
Case Western Reserve University School Of LawLaw -
Hiram CollegeSociology/Economics
Frequently Asked Questions about Curtis L. Lyman
What company does Curtis L. Lyman work for?
Curtis L. Lyman works for Twenty Four Wealth
What is Curtis L. Lyman's role at the current company?
Curtis L. Lyman's current role is Director.
What is Curtis L. Lyman's email address?
Curtis L. Lyman's email address is cu****@****ail.com
What schools did Curtis L. Lyman attend?
Curtis L. Lyman attended Case Western Reserve University School Of Law, Hiram College.
What skills is Curtis L. Lyman known for?
Curtis L. Lyman has skills like Investments, Investment Advisory, Wealth Management, Portfolio Management, Asset Management, Financial Advisory, Asset Allocation, Financial Services, Strategic Financial Planning, Alternative Investments, Finance, Securities.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial