Alexander Read
Vorstandsvorsitzender bei Lyons Wealth Management LLC
Aktive Beziehungen
Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
---|---|---|---|---|
Matthew Ferratusco | M | - |
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. | 9 Jahre |
Kerry Falconer | F | - |
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. | 9 Jahre |
David D. Jones | M | - |
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. | 9 Jahre |
Beziehungs-Chart
Beziehungen zu mehreren Unternehmen
Ehemalige Beziehungen
Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
---|---|---|---|---|
Corey Roun | M | - |
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.
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. | 4 Jahre |
Brandon Cassidy Burns | M | - |
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.
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. | 4 Jahre |
Brent Evans Haworth | M | - |
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.
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. | - |
Louis Alan Scholl Stevens | M | - |
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.
Lake Forest College
| 10 Jahre |
Vicky Miller | F | - |
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. | 9 Jahre |
Kali Olson | F | - |
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. | 2 Jahre |
Eric Glassbrenner | M | - |
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. | 2 Jahre |
Brian John Dorn | M | - |
Lake Forest College
| 4 Jahre |
Charlie Constable | M | - |
Lake Forest College
| 4 Jahre |
Tim Slaughter | M | - |
Lake Forest College
| 4 Jahre |
Cam Stephenson | M | - |
Lake Forest College
| 4 Jahre |
David D. Lasier | M | - |
Lake Forest College
| 2 Jahre |
Wael Aburida | M | 56 |
Lake Forest College
| 4 Jahre |
Rob Cummisford | M | - |
Lake Forest College
| 4 Jahre |
Cristen Kogl | F | 58 |
Lake Forest College
| 4 Jahre |
Daniel Harley | M | - |
Lake Forest College
| 4 Jahre |
Kurt R. Pairitz | M | - |
Lake Forest College
| 4 Jahre |
Matthew Roszak | M | - |
Lake Forest College
| 4 Jahre |
Cliff Greifer | M | - |
Lake Forest College
| 2 Jahre |
Erik B. Rasmussen | M | - |
Lake Forest College
| 4 Jahre |
Janet L. Ziomek | F | 67 |
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. | 1 Jahre |
Joseph R. Donlan | M | - |
Lake Forest College
| 4 Jahre |
Statistik
Land | Beziehungen | % des Gesamten |
---|---|---|
Vereinigte Staaten | 25 | 100,00% |
Alter der Beziehungen
Aktive
Vergangene
Herr
Frau
Aufsichtsräte
Führungskräfte
Ursprung der Beziehungen
- Börse
- Insiders
- Alexander Read
- Persönliches Netzwerk