Lyle Lamothe

Lyle Lamothe Email and Phone Number

Founding Partner @ Broken Bow Brewery
Tuckahoe, NY, US
Lyle Lamothe's Location
Tuckahoe, New York, United States, United States
Lyle Lamothe's Contact Details

Lyle Lamothe personal email

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About Lyle Lamothe

Snowden is a global, independent financial services firm focused on delivering wealth and corporate advisory services to high net worth individuals, families, pension plans, businesses and institutions. Recognized as a perennial member of Financial Times Top 300 and Barrons Top 100 RIA firms, we value loyalty, partnership, global perspective, and the opportunity to make a difference. These values drive our leadership, strengthen our relationships, define our culture and motivate our team. Our people, our actions, our client focus and our business model differentiate Snowden Lane Partners in the marketplace on a daily basis.

Lyle Lamothe's Current Company Details
Broken Bow Brewery

Broken Bow Brewery

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Founding Partner
Tuckahoe, NY, US
Employees:
6
Lyle Lamothe Work Experience Details
  • Broken Bow Brewery
    Founding Partner
    Broken Bow Brewery
    Tuckahoe, Ny, Us
  • Snowden Lane Partners
    Executive Chairman
    Snowden Lane Partners Nov 2012 - Present
    Snowden is a global, independent financial services firm focused on delivering wealth and corporate advisory services to high net worth individuals, families, institutions and governments. Recognized as a perennial member of the Financial Times Top 300 and Barron's Top 100 Registered Investment Advisor firms, we value loyalty, partnership, global perspective, and the opportunity to make a difference. These values drive our leadership, strengthen our relationships, define our culture and motivate our team. Our people, our actions, our client focus and our business model differentiate Snowden Lane Partners in the marketplace on a daily basis.
  • Broken Bow Brewery
    Founding Partner
    Broken Bow Brewery Apr 2012 - Present
    Tuckahoe, New York
    At Broken Bow Brewery, our passion towards offering our very best is deeply personal. Family owned and operated, our earliest brews were designed to be enjoyed with family and friends. With those gatherings as our standard, we're committed to delivering every drop with the thoughtful attention to detail that special people and times deserve. Cheers!Please visit our website at www.BrokenBowBrewery.com
  • Left Hand Logic, Llc
    Senior Partner
    Left Hand Logic, Llc Dec 2011 - Present
    Recent consultative engagements have involved PE firms focused on aquisition and operational improvement in the wealth management industry, analysts researching current trends within the wealth and asset management industries and leadership development organizations. Specific activities have included strategic and tactical business reviews for International, Regional, RIA and Hybrid RIA/BD wealth management organizations and tactical reviews for Asset Management, Technology and Research providers seeking marketshare growth with Wealth Management advisors.To view February's monthly perspective commentary, please visit our website at www.lhlconsultants.com.
  • Bank Of America
    Managing Director, Head Of Us Wealth Management, Merrill Lynch
    Bank Of America Jan 2008 - May 2011
    New York, Ny
    Directly responsible for all aspects of Merrill Lynch's "Thundering Herd" Private Client Advisory business based within the United States. He began his career as an Advisor in 1987, culminating in a successful Million Dollar practice by building relationships with individuals, entrepreneurs, established business owners and associations. As a Senior Executive, starting in 1999, he delivered strategic and tactical leadership to individual offices located in communities around Los Angeles, California. In 2003, Lyle was named Managing Director of the Midwest region, encompassing 10 states, based in Chicago. In 2005 Lyle was promoted to lead the Northeast Division, based in New York City. He was named Head of U.S. Wealth Management and responsible for 23,000 professionals, located in 700 offices, entrusted with $1.5 trillion in client assets in 2008.Responsibilities encompassed leadership and workforce growth and development, business and budgetary performance, risk management, regulatory and compliance supervision including liaison with related regulatory agencies, public media and internal communications. Additional responsibilities:* Executive and Operating Committees of Merrill Lynch Global Wealth and Investment Management.* Numerous Risk Management committees.* Bank of America Global Diversity Council.Personal focus:*Establishment of a Service Champions program concentrated on improving historic client satisfaction and retention benchmarks.*Significant incremental growth of percentage of Financial Advisors earning CFP, CIMA, CRPC and CFA designations.*Enhancement and expansion of industry leading Leadership Development programs.Successfully completed the merger of Bank of America Investment Advisors and Merrill Lynch Wealth Management businesses during 2009 and 2010, historically, one of the largest and most complex business integrations within the brokerage industry.
  • Merrill Lynch
    Managing Director, Head Of Northeast Division
    Merrill Lynch Oct 2005 - Jan 2008
    New York, Ny
    Responsible for US Private Client business; 6500 professionals including over 4000 Financial Advisors located throughout New England, New York, New Jersey and Pennsylvania.Areas of emphasis included: workforce retention, client satisfaction, advisory teams formation and professional development
  • Merrill Lynch
    First Vice President, Regional Managing Director
    Merrill Lynch Mar 2003 - Oct 2005
    Chicago, Il
    Provided strategic leadership and oversight for Private Client Advisory business located in Illinois, Missouri, Indiana, Nebraska, Iowa, Kansas, Wisconsin, Minnesota, North and South Dakota.
  • Merrill Lynch
    Managing Director
    Merrill Lynch Jan 1999 - Mar 2003
    Los Angeles, Ca
    Responsible for strategic growth and oversight of Private Client, Private Banking, Middle Market advisory professionals located in offices servicing Los Angeles, Westwood, Glendale, Pasadena, Arcadia and neighboring communities.
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Mar 1987 - Jan 1999
    Pasadena, California
    Developed an advisory practice focused on assisting business owners, philanthropic organizations and affluent investors towards achievement of their financial goals.Achieved Vice President, $1,000,000 Circle of Excellence threshold as a Financial Advisor.

Lyle Lamothe Skills

Wealth Management Investments Asset Management Financial Services Strategy Financial Advisory Finance Mergers And Acquisitions Alternative Investments Risk Management Mutual Funds Portfolio Management Leadership Hedge Funds Investment Management Banking Series 7 Strategic Leadership Executive Management Investment Strategies Equities Executive Development Private Equity Management Entrepreneurship Asset Managment Investment Advisory Brokerage Financial Analysis Retirement Planning Wealth Management Services Asset Allocation Wealth Private Banking High Net Worth Individuals Finra Tactics Series 63 Fixed Income Investment Banking Capital Markets Mergers Financial Modeling Strategic Partnerships Strategic Financial Planning Loans Credit Options Financial Markets Client Service

Lyle Lamothe Education Details

Frequently Asked Questions about Lyle Lamothe

What company does Lyle Lamothe work for?

Lyle Lamothe works for Broken Bow Brewery

What is Lyle Lamothe's role at the current company?

Lyle Lamothe's current role is Founding Partner.

What is Lyle Lamothe's email address?

Lyle Lamothe's email address is ly****@****ail.com

What is Lyle Lamothe's direct phone number?

Lyle Lamothe's direct phone number is +164621*****

What schools did Lyle Lamothe attend?

Lyle Lamothe attended University Of Redlands.

What are some of Lyle Lamothe's interests?

Lyle Lamothe has interest in Volleyball, Woodworking, Travel, Brewing Beer.

What skills is Lyle Lamothe known for?

Lyle Lamothe has skills like Wealth Management, Investments, Asset Management, Financial Services, Strategy, Financial Advisory, Finance, Mergers And Acquisitions, Alternative Investments, Risk Management, Mutual Funds, Portfolio Management.

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