Curtis L. Lyman

Curtis L. Lyman Email and Phone Number

Director @ Twenty Four Wealth
Palm Beach Gardens, FL, US
Curtis L. Lyman's Location
Palm Beach Gardens, Florida, United States, United States
Curtis L. Lyman's Contact Details

Curtis L. Lyman work email

Curtis L. Lyman personal email

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.

Curtis L. Lyman's Current Company Details
Twenty Four Wealth

Twenty Four Wealth

View
Director
Palm Beach Gardens, FL, US
Curtis L. Lyman Work Experience Details
  • Twenty Four Wealth
    Director
    Twenty Four Wealth
    Palm Beach Gardens, Fl, Us
  • Alpha Beta Gamma Wealth Management
    Ceo/Cio
    Alpha Beta Gamma Wealth Management Feb 2015 - Present
    Us
    Bottom line responsibility for the business of the firm and for protecting and increasing our clients' wealth
  • Alpha Beta Gamma Wealth Management
    Ceo/Cio
    Alpha Beta Gamma Wealth Management 2015 - 2016
    Us
  • Hightower
    Managing Director/Partner
    Hightower 2008 - Jan 2015
    Chicago, Il, Us
    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 profitability of The Lyman Group P/L within HighTower.
  • Alpha Wealth Management
    President/Ceo
    Alpha Wealth Management Nov 2007 - Dec 2008
    President/CEO of a national investment advisor specializing in wealth management to high net worth individuals and institutions.
  • Us Fiduciary
    Sr. Managing Director
    Us Fiduciary 2005 - 2007
    Us
    Founder of Broker Dealer/Registered Investment Advisor business in south Florida.
  • Lehman Brothers
    Sr. Vice President
    Lehman Brothers 2001 - 2005
    Us
    Built a '40's Act Investment Advisory Practice for the firm in the southeastern United States.
  • Wilmington Trust, Fsb
    President
    Wilmington Trust, Fsb 1998 - 2001
    Wilmington, De, Us
    President of Wilmington Trust's Florida businesses.
  • Sti Private Capital Group, N.A.
    President
    Sti Private Capital Group, N.A. 1996 - 1998
    President of this ultra-high net worth private banking initiative.
  • Raymond James Trust Company
    Founding President/Ceo
    Raymond James Trust Company 1992 - 1996
    Founding President of the Raymond James Trust Company. Effected the acquisition of Sound Trust Company, Tacoma, WA for the firm.
  • Chase Manhattan
    Vice President
    Chase Manhattan 1988 - 1991
    Officer responsible for business development for this Money Center Institution, specializing in meeting the needs of high net worth individuals, institutions and foundations.
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch 1985 - 1988
    Providing financial and insurance planning and advice to high net worth clients.
  • County Of Orleans, New York, Office Of The District Attorney
    District Attorney
    County Of Orleans, New York, Office Of The District Attorney 1979 - 1985
    Responsible for Criminal Prosecutions on behalf of the People of the State of New York.
  • Lyman And Lyman, Esqs.
    Attorney/Partner
    Lyman And Lyman, Esqs. 1978 - 1985
    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 Skills

Investments Investment Advisory Wealth Management Portfolio Management Asset Management Financial Advisory Asset Allocation Financial Services Strategic Financial Planning Alternative Investments Finance Securities Investment Management Series 7 Capital Markets Mutual Funds Retirement Planning Wealth Wealth Management Services Management Mergers And Acquisitions Hedge Funds Estate Planning Equities Client Representation Risk Management Investment Strategies Series 24 Series 63 High Net Worth Individuals Private Banking Etfs Finra Private Equity Business Development Fixed Income Uniform Combined State Law Bonds Financial Planners Mergers Series 65 Retirement Personal Financial Planning Equity Research Investment Advisory Services Options Venture Capital Bloomberg Hedging Separately Managed Accounts

Curtis L. Lyman Education Details

  • Case Western Reserve University School Of Law
    Case Western Reserve University School Of Law
    Law
  • Hiram College
    Hiram College
    Sociology/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.

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