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Lyle Rosman

Partner & Wealth Management Advisor

Bleakley Financial Group

United States, New York, New York

About Me

Lyle has worked as a Financial Advisor to both individual and institutional investors since 1998. While at Wells Fargo he was recognized as a Premier Advisor, a distinction reserved for the firm’s top producers who also demonstrated exceptional client service. Lyle holds a bachelor's degree in Banking and Finance from the Frank G. Zarb School of Business at Hofstra University. Andrew and Lyle joined Bleakley Financial Group in 2022. Lyle’s mission is to provide every client and their families with targeted, comprehensive financial advice and portfolio management delivered with the highest level of personal service and professional integrity. This commitment to service also carries over to

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Profile Information

Partner & Wealth Management Advisor

Bleakley Financial Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

New York

New York

United States

Sep 3, 2024

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