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José M. Crespí Iglesias Email & Phone Number
Co-founder and Chief Investment Officer
at
Lyon Bern, LLC
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 100%
Current company
Role
Co-founder and Chief Investment Officer
Location
Miami, Florida, United States
Company size
Who is José M. Crespí Iglesias? Overview
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Quick answer
José M. Crespí Iglesias is listed as Co-founder and Chief Investment Officer at Lyon Bern, LLC, a with 5 employees, based in Miami, Florida, United States. AeroLeads shows a matched LinkedIn profile for José M. Crespí Iglesias.
José M. Crespí Iglesias previously worked as Co-founder & Chief Investment Officer at Lyon Bern, Llc and Asset Management Adviser at Private Equity Solutions, Llc. José M. Crespí Iglesias holds Master Of Public Health (M.P.H.), Public Health from San Juan Bautista School Of Medicine.
Company email context
Email format at Lyon Bern, LLC
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Lyon Bern, LLC
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Profile bio
About José M. Crespí Iglesias
Mr. Jose Crespi is a investment adviser representative and portfolio manager who builds equity, fixed income, real estate and balanced portfolios appropriate to investor’s objectives.Mr. Crespi conducts significant, in-depth investment opportunities research including analysis of underlying fundamentals, technical analysis and continuous monitoring of the macro and micro economic outlook.As part of his direct duties he likes to visit and get to know his client’s financial objectives as well as to guide them to mature as equity investors in a broad financial and investment planning world.After graduating from his masters of public health he found a passion in stock analysis and trading and decided to pursue a career out of it working with private equity firms, investment advisory firms and financial & consulting services companies.
Listed skills include Microsoft Office, Health Education, Public Health, Microsoft Word, and 9 others.
Current workplace
José M. Crespí Iglesias's current company
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Lyon Bern, Llc
4 roles
José M. Crespí Iglesias work experience
A career timeline built from the work history available for this profile.
Co-Founder & Chief Investment Officer
Current
Jan 2020 - Present
Asset Management Adviser
Current
Jun 2015 - Present
Chief Investment Officer
Integrated Financial Compass
Jan 2019 - Dec 2020
Team & coworkers
Colleagues at Lyon Bern, LLC
Other employees you can reach at lyonbern.com. View company contacts for 5 employees →
2 education records
José M. Crespí Iglesias education
Master Of Public Health (M.P.H.), Public Health
Bachelor Of Science (B.S.), Natural Sciences
University Of Puerto Rico
FAQ
Frequently asked questions about José M. Crespí Iglesias
Quick answers generated from the profile data available on this page.
What company does José M. Crespí Iglesias work for?
José M. Crespí Iglesias works for Lyon Bern, LLC.
What is José M. Crespí Iglesias's role at Lyon Bern, LLC?
José M. Crespí Iglesias is listed as Co-founder and Chief Investment Officer at Lyon Bern, LLC.
Where is José M. Crespí Iglesias based?
José M. Crespí Iglesias is based in Miami, Florida, United States while working with Lyon Bern, LLC.
What companies has José M. Crespí Iglesias worked for?
José M. Crespí Iglesias has worked for Lyon Bern, Llc, Private Equity Solutions, Llc, and Integrated Financial Compass.
Who are José M. Crespí Iglesias's colleagues at Lyon Bern, LLC?
José M. Crespí Iglesias's colleagues at Lyon Bern, LLC include Lynnette Figueroa, Roberto A Bernal, and Jared R Vizcarrondo Bibiloni.
How can I contact José M. Crespí Iglesias?
You can use AeroLeads to view verified contact signals for José M. Crespí Iglesias at Lyon Bern, LLC, including work email, phone, and LinkedIn data when available.
What schools did José M. Crespí Iglesias attend?
José M. Crespí Iglesias holds Master Of Public Health (M.P.H.), Public Health from San Juan Bautista School Of Medicine.
What skills is José M. Crespí Iglesias known for?
José M. Crespí Iglesias is listed with skills including Microsoft Office, Health Education, Public Health, Microsoft Word, Data Analysis, Statistics, Private Equity, and Public Health Education.
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