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Lyle Schonberger, Mba Email & Phone Number
Private Wealth Manager
at
UPSTREAM Investment Partners, LLC
1 work email found
@ampf.com
3 phones found area 248 and 800
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Private Wealth Manager
Location
Birmingham, Michigan, United States
Who is Lyle Schonberger, Mba? Overview
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Quick answer
Lyle Schonberger, Mba is listed as Private Wealth Manager at UPSTREAM Investment Partners, LLC, based in Birmingham, Michigan, United States. AeroLeads shows a work email signal at ampf.com, phone signal with area code 248, 800, and a matched LinkedIn profile for Lyle Schonberger, Mba.
Lyle Schonberger, Mba previously worked as Vice President - Wealth Management Solutions (WMS), Investment Research Group at Ameriprise Financial Services, Inc. and Director of Research at H&R Block Financial Advisors, Inc. (Acquired By Ameriprise Financial). Lyle Schonberger, Mba holds Mba, Dual Degree In Finance & International Business from Drexel University'S Lebow College Of Business.
Company email context
Email format at UPSTREAM Investment Partners, LLC
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*@ampf.com
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AeroLeads found 1 current-domain work email signal for Lyle Schonberger, Mba. Compare company email patterns before reaching out.
Profile bio
About Lyle Schonberger, Mba
Investment Research Senior Leader serving retail financial advisors and clients with independent and objective research content. Placed, developed, and led team of 40+ investment professionals based across the U.S. and India who were relied upon by financial advisors and business partners as investment SMEs. Responsible for development of Research Department strategy within a broader, matrixed Wealth Management Solutions department structure. Team grew from a small group of equity research analysts, to a comprehensive research service organization offering 2,000 publications and 1,000 social media posts yearly, covering macro markets, asset allocation/classification, manager research, fixed income, equities, and a constant flow of educational reports.
Listed skills include Investments, Portfolio Management, Mutual Funds, Asset Allocation, and 34 others.
Current workplace
Lyle Schonberger, Mba's current company
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4 roles
Lyle Schonberger, Mba work experience
A career timeline built from the work history available for this profile.
Vice President - Wealth Management Solutions (Wms), Investment Research Group
- One of seven senior leaders running the Wealth Management Solutions business. Matrixed organization focused on collaboration and close partnership with legal, compliance, financial planning, technology, marketing.
- Provided advisors annually with 2,000 independent and objective, client-approved, research and educational publications, and added social media content which was often in the top 5 out of thousands of pieces available.
- Supported WMS product organization with ongoing research and due diligence on over 8,500 investment solutions including funds, ETFs, SMAs, alternative investments, structured products, syndicates, and traditional.
- Achieved a consistently clean audit record internally and with regulatory agencies
- Launched an ongoing series of private label UITs based on our recommended lists, generating $180MM/year in sales
Oct 2009 - Mar 2024
Director Of Research
H&R Block Financial Advisors, Inc. (Acquired By Ameriprise Financial)
- Responsible for recruiting, leading and re-inventing a small group of equity analysts into a holistic research team supporting advisory as well as traditional brokerage business. We added an economist, a market.
- Our paper-based model portfolios grew from $250MM to over $20B in client assets by end of year 2023 at Ameriprise
- We added proprietary and third-party fund and ETF research to our platform; entrusted with vendor contract negotiation
- Appointed as interim president of Olde Asset Management during an approximate 13-month wind-down and outsourcing of the business to Reserve Funds (included team supervision and process oversight for over $3B in client.
- Executive Leadership awarded our team the Model of Excellence Award for our transformative work in advice delivery
Oct 2000 - Oct 2009
Positions Included Research Analyst, Senior Research Analyst, Assistant Vp - Research
Olde Discount Stockbrokers (Acquired By H&R Block)
- Hired as a junior analyst, assisting two senior analysts. Quickly promoted to senior analyst and took on supervisory responsibility for interns and two junior analysts. Provided written research opinions across the.
- Performed fundamental analysis on the health care sector and built financial models to aid in stock valuation, recommendations, and portfolio construction, followed by proactively and concisely communicating.
- Developed and maintained research relationships with company management, suppliers, and competitors
- In charge of department recruiting with final approval by head of research
Jan 1994 - Oct 2000
2 education records
Lyle Schonberger, Mba education
Mba, Dual Degree In Finance & International Business
Drexel University'S Lebow College Of Business
B.A., Business
Austin College
FAQ
Frequently asked questions about Lyle Schonberger, Mba
Quick answers generated from the profile data available on this page.
What company does Lyle Schonberger, Mba work for?
Lyle Schonberger, Mba works for UPSTREAM Investment Partners, LLC.
What is Lyle Schonberger, Mba's role at UPSTREAM Investment Partners, LLC?
Lyle Schonberger, Mba is listed as Private Wealth Manager at UPSTREAM Investment Partners, LLC.
What is Lyle Schonberger, Mba's email address?
AeroLeads has found 1 work email signal at @ampf.com for Lyle Schonberger, Mba at UPSTREAM Investment Partners, LLC.
What is Lyle Schonberger, Mba's phone number?
AeroLeads has found 3 phone signal(s) with area code 248, 800 for Lyle Schonberger, Mba at UPSTREAM Investment Partners, LLC.
Where is Lyle Schonberger, Mba based?
Lyle Schonberger, Mba is based in Birmingham, Michigan, United States while working with UPSTREAM Investment Partners, LLC.
What companies has Lyle Schonberger, Mba worked for?
Lyle Schonberger, Mba has worked for Upstream Investment Partners, Llc, Ameriprise Financial Services, Inc., H&R Block Financial Advisors, Inc. (Acquired By Ameriprise Financial), and Olde Discount Stockbrokers (Acquired By H&R Block).
How can I contact Lyle Schonberger, Mba?
You can use AeroLeads to view verified contact signals for Lyle Schonberger, Mba at UPSTREAM Investment Partners, LLC, including work email, phone, and LinkedIn data when available.
What schools did Lyle Schonberger, Mba attend?
Lyle Schonberger, Mba holds Mba, Dual Degree In Finance & International Business from Drexel University'S Lebow College Of Business.
What skills is Lyle Schonberger, Mba known for?
Lyle Schonberger, Mba is listed with skills including Investments, Portfolio Management, Mutual Funds, Asset Allocation, Securities, Financial Services, Alternative Investments, and Equities.
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