Curtis Lyman
Angestellt, Managing Director, Lyman Group
Palm Beach Gardens, FL, Vereinigte Staaten
Werdegang
Berufserfahrung von Curtis Lyman
Bis heute 15 Jahre und 5 Monate, seit Dez. 2008
Managing Director
Lyman Group
1 Jahr und 2 Monate, Nov. 2007 - Dez. 2008
President, CEO
independent Registered Investment Advisory Firm
Details President and CEO of an independent Registered Investment Advisory Firm provided wealth management services to High Net Worth Clients, institutions and foundations. Responsibilities President and Chief Executive Officer Achievements Recognized as one of America's top advisory firms by Paladin.
4 Jahre und 5 Monate, Jan. 2002 - Mai 2006
Senior Vice President
Financial Advisor
Responsibilities Provided wealth management services to high net worth individuals, institutions and foundations. Achievements One of a select group of Lehman Advisors permitted to manage wholly discretionary accounts for clients under the firms 1040's Act registration. Additional Info Built a '40's Act Investment Advisory Practice for the firm in the southeastern United States
3 Jahre und 11 Monate, Jan. 1998 - Nov. 2001
President and CEO
Wilmington Trust's Florida businesses
Responsibilities Responsible for the management of Wilmington Trust Company's Florida private banking, lending, and wealth management operations. Achievements Increased AUM and revenues on a double digit basis, annually.
Ausbildung von Curtis Lyman
2 Jahre und 9 Monate, Sep. 1974 - Mai 1977
Law
Case Western Reserve University School of Law
3 Jahre und 9 Monate, Sep. 1970 - Mai 1974
Economics/Sociology
Hiram College
Achievements Cum Laude graduate, Pi Gamma M
Sprachen
Englisch
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