Profiel
Mr. Thomas Casper is a Director-National Sales at Lyons Wealth Management LLC.
He has many years of specialized experience within the investment management arena.
He began his career in the financial services industry with Merrill Lynch in 1996.
He specialized in financial planning and was a Consults specialist creating portfolios for high net worth clients by utilizing the 67 top ranked national managers on their platform.
He left in 2006 and briefly represented several national investment firms before accepting a position with a Baltimore based investment manager as Vice President of the Institutional Division for the San Francisco Bay area.
Before his finance and investment career, he also flew in the US Navy for 8 years and is a highly decorated combat veteran of the first Persian Gulf War.
He flew in 67 combat missions off of aircraft carriers and has 247 successful landings.
Mr. Casper earned his Bachelor’s of Science in Business Administration with an emphasis in Finance from Chapman University in Orange, CA.
Eerdere bekende functies van Tom Casper
| Bedrijven | Functie | Einde |
|---|---|---|
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 31-12-2006 |
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. | Verkoop & Marketing | - |
Opleiding van Tom Casper
| Chapman University | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
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. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
