CoverProfile

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

View more

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

More profiles to browse

JS
Joseph Sreshta
Partner, Wealth Management Advisor
Profile Photo
Patrick Torney
Wealth Management Advisor
Profile Photo
Jon Betlow
Partner
Profile Photo
Brett Goldstein
Wealth Management Advisor

You Might Like

RD
Russ Degitz
Principal
Huntington University
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial