Profil
Mr. Peter T.
Lyon is a Managing Director & Founder at HighTower Advisors LLC.
He joined the firm in September 2008 and has over 33 years of experience in the financial services industry and specializes in asset management and financial advising.
He is the President of the North Marin Networkers and a former member of the University of California, Berkeley Bear Backers board of directors.
Prior to joining HighTower, Mr. Lyon worked for Dean Witter and Morgan Stanley, where he was named Chairman of the Financial Advisors Council of Technology.
He attained Chairman’s Club status, a designation reserved for those advisors producing in the top one percent of the firm.
His designations included Senior Vice President, Wealth Advisor and Senior Institutional Consultant.
Mr. Lyon received his Bachelor of Arts degree in Political Science from the University of California, Berkeley in 1982.
He completed finance and investment consulting coursework at the Wharton School of Business in 1994.
He is a Member of the Investment Management Consulting Association and is a Certified Investment Management Analyst.
He is also a Certified Wealth Strategist as well as an Accredited Investment Fiduciary and he holds the series 7, 63, 65 licenses.
Postes actifs de Todd Lyon
| Sociétés | Poste | Début |
|---|---|---|
Hightower Advisors LLC
Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Fondateur | 01/09/2008 |
Anciens postes connus de Todd Lyon
| Sociétés | Poste | Fin |
|---|---|---|
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formation de Todd Lyon
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of California, Berkeley
University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hightower Advisors LLC
Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Finance |
















