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Lyle Weintraub

Wealth Management Advisor & Managing Director

Bleakley Financial Group

United States, New Jersey, Fairfield

About Me

Lyle is a people person who cares deeply for his clients and their families. He has been making a difference in people’s lives for more than 22 years by providing a level of service that creates meaningful, long term relationships with his clients. He takes the time to understand what is truly important to his clients, from their aspirations to their goals and intentions, before integrating them into their financial plan. Because of this approach, his clients have financial confidence because Lyle always has their best interest in mind and aims to ensure that their financial plan will continue to align with their goals.

Profile Information

Wealth Management Advisor & Managing Director

Bleakley Financial Group

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Fairfield

New Jersey

United States

Oct 8, 2024

Work Experience

Bleakley Financial Group

Wealth Management Advisor & Managing Director
Mar 2020 - Present
Email: lyle.weintraub@bleakley.com

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