Todd Lyon has been a Managing Director, Owner and Partner at HighTower Advisors, LLC since 2008. Moreover, this expert has on-the-job experience at more than three companies using similar skills. Todd has a total work experience of 26+ years. Todd Lyon studied at the University of Pennsylvania - The Wharton School from 1994 to 1994. Todd learned English. This person has the following certificates: Accredited Investment Fiduciary, Investment Management Consultants Association, License #4, Cima, and License #4. Nowadays they live in San Francisco, California region. You can find this professional's current email address and phone number with our search.
Name variants:
Todd Lyon
Last updated Jun 23, 2024
Contact Information
Last Update
Jul 4, 2022
Email
tl**@hightoweradvisors.com, to**@lyongroup.us
Location
San Francisco, CA
Company
Workplace
Colleagues
Work History
Managing Director, Owner and Partner
San Francisco Bay Area, United States
HighTower is the nation's preeminent, advisor owned financial services firm. As owners and partners in HighTower, Levin & Lyon Wealth Management's mission is to counsel affluent families...
from Nov 2008
Senior Vice President, Wealth Advisor, Senior Institutional Consultant
Started as an intern at Dean Witter in the spring of 1982. Hired into the account executive traning program in January 1983. Continued through mergers from Dean Witter to Dean Witter Reynold...
Mar 1997 — Nov 2008
Education
1994 — 1994
1977 — 1982
1973 — 1977
Occupations
Executive
Vice President
Chief Executive Officer
Owner
Partner
Accountant
Finance and Accounting Specialist
Advisor
Senior Vice President
Counselor
Apprentice
Professor
Dean
Sales Specialist
Account Service Manager
Chief Executive
Corporate Executive
Accounting Bookkeeper
Bookkeeper
Student Worker
Higher Education Professional
Educational Manager
Client Service Officer
Customer Service
Skills
Portfolio Management
Series 7
Asset Management
Securities
Equities
Financial Services
Alternative Investments
Investments
Fixed Income
Asset Allocation
Mean Variance Optimization
Asset Liability Matching Planning
Wealth Management
Estate Planning
Financial Planning
Wealth
Risk Management
Strategic Financial Planning
Investment Management
Asset Managment
Leadership
Investment Advisory
Finance
Management
Mutual Funds
Mergers and Acquisitions
Hedge Funds
Investment Strategies
Executive Management
FAQs about Todd Lyon
What is the profession of Todd Lyon?
This professional's job is Vice President
What are the main profession of The professional?
These person's professions are Executive and Vice President
Where is Todd Lyon currently located?
Todd is currently located in San Francisco, California.
What is Todd Lyon's email?
The professional's email is tl**@hightoweradvisors.com and to**@lyongroup.us.
Where did Todd Lyon work?
Todd Lyon worked at HighTower Advisors, LLC, Morgan Stanley.
Does Todd Lyon have personal website or blog?
The professional`s website is http://www.hightoweradvisors.com.
What education does Todd Lyon have?
Todd studied at the University of Pennsylvania - The Wharton School from 1994 to 1994.
Are there any professional certifications Todd Lyon has?
The professional received the following certifications: Accredited Investment Fiduciary, Investment Management Consultants Association, License #4, Cima, and License #4.