Lyle Lamothe Email & Phone Number

Tuckahoe, Ny, Us

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.

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

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.

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.

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

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.

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.

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.