Alexander Read
Directeur Général chez Lyons Wealth Management LLC
Postes actifs de Alexander Read
Sociétés | Poste | Début | Fin |
---|---|---|---|
Lyons Wealth Management LLC
Lyons Wealth Management LLC Investment ManagersFinance Lyons Wealth Management LLC (Lyons) is an independent registered investment advisor headquartered in Winter Park, Florida. The firm was founded in 2009 and is primarily owned by Alexander Read. Lyons primarily provides customized investment management services to high-net-worth individuals, associated trusts, estates, mutual funds, and other legal entities. It serves as sub-advisor to an open-end mutual fund series’ Catalyst/Lyons Tactical Allocation Fund, which utilizes the Lyons Tactical Allocation Portfolio. | Directeur Général | 01/01/2009 | - |
Compliance Officer | 01/01/2009 | - | |
Membre du Comité d'Investissement | 01/01/2009 | - | |
Gestionnaire de Portefeuille-Actions | 01/01/2009 | - | |
Lyons Funds
Lyons Funds Investment Trusts/Mutual FundsMiscellaneous Lyons funds is an open-end, management investment company. Its objective is to achieve long-term capital appreciation. The company was founded on February 19, 2014 and is headquartered in Winter Park, FL. | Directeur Général | 01/01/2015 | - |
Président | 01/01/2015 | - | |
President | 01/01/2015 | - |
Historique de carrière de Alexander Read
Anciens postes connus de Alexander Read
Sociétés | Poste | Début | Fin |
---|---|---|---|
Alexander Read Investment Management, Inc.
Alexander Read Investment Management, Inc. Investment ManagersFinance Founded in 1997, Alexander Read Investment Management, Inc. is a registered investment advisor located in Winter Park, Florida with an additional office in Naples, Florida. The firm provides investment management services to high net-worth individuals, fiduciaries, business owners, entrepreneurs, pooled investment vehicles and charitable organizations. They manage equity, fixed-income and balanced portfolios. | Directeur en chef des Investissements | 01/01/1997 | 26/07/2011 |
Fondateur | 03/11/2010 | 26/07/2011 | |
Gestionnaire de Portefeuille-Actions | 01/01/1997 | 26/07/2011 | |
Portfolio Manager-Fixed Income | 13/04/2009 | 26/07/2011 | |
President | 01/01/1997 | 26/07/2011 | |
Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Gestionnaire de Portefeuille-Actions | - | - |
Portfolio Manager-Fixed Income | - | - |
Formation de Alexander Read
Lake Forest College | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 6 |
Opérationnelle
Portfolio Manager-Equities | 3 |
Portfolio Manager-Fixed Income | 2 |
President | 2 |
Sectorielle
Finance | 4 |
Consumer Services | 2 |
Miscellaneous | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 4 |
---|---|
Alexander Read Investment Management, Inc.
Alexander Read Investment Management, Inc. Investment ManagersFinance Founded in 1997, Alexander Read Investment Management, Inc. is a registered investment advisor located in Winter Park, Florida with an additional office in Naples, Florida. The firm provides investment management services to high net-worth individuals, fiduciaries, business owners, entrepreneurs, pooled investment vehicles and charitable organizations. They manage equity, fixed-income and balanced portfolios. | Finance |
Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Finance |
Lyons Wealth Management LLC
Lyons Wealth Management LLC Investment ManagersFinance Lyons Wealth Management LLC (Lyons) is an independent registered investment advisor headquartered in Winter Park, Florida. The firm was founded in 2009 and is primarily owned by Alexander Read. Lyons primarily provides customized investment management services to high-net-worth individuals, associated trusts, estates, mutual funds, and other legal entities. It serves as sub-advisor to an open-end mutual fund series’ Catalyst/Lyons Tactical Allocation Fund, which utilizes the Lyons Tactical Allocation Portfolio. | Finance |
Lyons Funds
Lyons Funds Investment Trusts/Mutual FundsMiscellaneous Lyons funds is an open-end, management investment company. Its objective is to achieve long-term capital appreciation. The company was founded on February 19, 2014 and is headquartered in Winter Park, FL. | Miscellaneous |
- Bourse
- Insiders
- Alexander Read
- Expérience