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


Lyle Rosman
Partner & Wealth Management Advisor
Bleakley Financial Group
United States, New York, New York
About Me
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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