Gaylord Lyman
Head-Equity Investments bij Ashton Thomas Private Wealth LLC
Profiel
Mr. Gaylord B.
Lyman is a Chief Investment Officer at Ashton Thomas Private Wealth LLC.
With over 21 years of investment management experience in public equities covering domestic small, mid and large cap stock, Mr. Lyman’s scope of experience includes portfolio management and research analysis, along with marketing and client service.
Prior to joining Mill Street, he served as the Senior Portfolio manager at Affinity Investment Advisors, LLC.
In a previous tenure, he co-founded Kohala Capital Partners, LLC, where he served as Portfolio Manager of the firm’s Small Cap strategy.
Before his tenure there, he was a member of the investment team at Becker Capital Management, Inc., where he served as a Portfolio Manager of the firm’s Small Cap strategy and a Research Analyst on the domestic equity team.
Earning an M.B.A.
in Finance from UCLA Anderson School of Management and a B.A.
in Economics from Harvard College, Mr. Lyman holds the Chartered Financial Analyst designation.
Actieve functies van Gaylord Lyman
| Bedrijven | Functie | Begin |
|---|---|---|
Ashton Thomas Private Wealth LLC
 Ashton Thomas Private Wealth LLC Investment ManagersFinance Ashton Thomas Private Wealth LLC provides investment advice. The company is based in Scottsdale, AZ. | Head-Equity Investments | 01-04-2023 |
Eerdere bekende functies van Gaylord Lyman
| Bedrijven | Functie | Einde |
|---|---|---|
Affinity Investment Advisors LLC
 Affinity Investment Advisors LLC Investment ManagersFinance Affinity Investment Advisors LLC (Affinity) is an independent, SEC-registered investment advisor headquartered in Newport Beach, California. Originally founded in 1992, Affinity manages the investment assets for a wide range of clients, including corporate pension and general accounts, public pension plans, Taft-Hartley funds, endowments, foundations, and high net worth clients. | Portefeuillebeheerder-Aandelen | 01-03-2023 |
Kohala Capital Partners LLC
 Kohala Capital Partners LLC Investment ManagersFinance Founded in 2011 by Gaylord Lyman, Thierry Wuilloud and Mary Wuilloud-Aguas, Kohala Capital Partners LLC is a registered investment advisor located in Portland, Oregon. The firm provides discretionary investment management services to institutional accounts including corporate pension and profit sharing plans, Taft-Hartley plans, trusts, estates, charitable institutions, foundations, endowments and corporations, as well as high net-worth individual clients. Client accounts may be taxable or non-taxable. | Oprichter | 31-12-2016 |
Becker Capital Management, Inc.
 Becker Capital Management, Inc. Investment ManagersFinance Becker Capital Management, Inc. (BCM) is an independent, SEC-registered investment advisor headquartered in Portland, Oregon and additional office in Seattle, Washington. The firm was founded by Patrick Becker, Sr. in 1976. BCM provides a range of investment management services for high-net-worth individuals, families, institutional investors and nonprofit organizations. | Analyst-Equity | 30-09-2011 |
Opleiding van Gaylord Lyman
| Harvard University | Undergraduate Degree |
| University of California, Los Angeles | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Becker Capital Management, Inc.
Becker Capital Management, Inc. Investment ManagersFinance Becker Capital Management, Inc. (BCM) is an independent, SEC-registered investment advisor headquartered in Portland, Oregon and additional office in Seattle, Washington. The firm was founded by Patrick Becker, Sr. in 1976. BCM provides a range of investment management services for high-net-worth individuals, families, institutional investors and nonprofit organizations. | Finance |
Kohala Capital Partners LLC
Kohala Capital Partners LLC Investment ManagersFinance Founded in 2011 by Gaylord Lyman, Thierry Wuilloud and Mary Wuilloud-Aguas, Kohala Capital Partners LLC is a registered investment advisor located in Portland, Oregon. The firm provides discretionary investment management services to institutional accounts including corporate pension and profit sharing plans, Taft-Hartley plans, trusts, estates, charitable institutions, foundations, endowments and corporations, as well as high net-worth individual clients. Client accounts may be taxable or non-taxable. | Finance |
Affinity Investment Advisors LLC
Affinity Investment Advisors LLC Investment ManagersFinance Affinity Investment Advisors LLC (Affinity) is an independent, SEC-registered investment advisor headquartered in Newport Beach, California. Originally founded in 1992, Affinity manages the investment assets for a wide range of clients, including corporate pension and general accounts, public pension plans, Taft-Hartley funds, endowments, foundations, and high net worth clients. | Finance |
Ashton Thomas Private Wealth LLC
Ashton Thomas Private Wealth LLC Investment ManagersFinance Ashton Thomas Private Wealth LLC provides investment advice. The company is based in Scottsdale, AZ. | Finance |
