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 Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Fondateur | 01/09/2008 |
Anciens postes connus de Todd Lyon
| Sociétés | Poste | Fin |
|---|---|---|
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - |
Formation de Todd Lyon
| University of California, Berkeley | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |