Name: James M. Lyon, CFA
Financial Advisor
- Advisory & Brokerage Services
Portfolio
Manager - Portfolio Management Program
Company:
UBS Financial Services Inc.
Address:
31111 Agoura Road, Suite 230 Westlake Village, CA 91361
License: 00778972
Phone1: (818) 575-4246 (office)
Phone2: (310) 991-1616 (cell)
Fax: (818) 575-4245
Email: james.lyon@ubs.com
Website:
www.ubs.com/fa/jameslyon
Years: 20+
years
Geography: California and rest of U.S.
Biztype: All
Bizspecial: Securities backed lending, investment management,
securities brokerage, financial planning and advice.
Assns: CFA Institute, CFA Society of Los Angeles
Education: CFA Charterholder; MBA – CSU Northridge;
BS-Finance – CSU Northridge
Experience: Experience: Over 20 years of experience in
finance and investment management including 7 years experience
as a CFO and Chief Operating Officer for subsidiary of an NYSE
listed company, and 16+ year of experience as a portfolio manager. |