Alan Jardeleza
Managing Director | PM | Wealth Manager at Lyons Wealth Management
- Role
- Managing Director Pm Wealth Manager at Lyons Wealth Management
- Location
- Palm Beach, FL, US
- LinkedIn followers
- 500 followers
Experience
Managing Director Pm Wealth Manager
Jun 2019 — Present · Palm Beach, FL, US
Portfolio Manager - Flexible large-cap blend equity portfolio with an options overlay. Concentrated portfolio with the ability to short. Managing Director - Boutique style multi-generational wealth management for a select group of ultra-high net-worth families, accredited investors and qualified purchasers. Each portfolio is custom built for the needs of the entity. Expertise in investment analysis and selection: equities, fixed income, mutual funds and private equity. All assets are custodied through Charles Schwab Institutional platform.
Education
University of Florida
Bachelor of Arts (B.A.), Socialogy/Pre Med
1992 — 1997
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