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Biography

Lyman is a Partner in the San Francisco office. He develops investment portfolios for individual and family clients and is relied upon within the office for fixed income and financial planning expertise.

Prior to joining Cerity Partners, Lyman served as a Portfolio Manager at Ashfield Capital Partners. Previously, he was a partner at Point Bonita Wealth Advisors, an independent financial advisory practice. Lyman began his career as a Naval Flight Officer aboard strategic communications aircraft before joining the financial sector in 2000 at Sutro & Co. He spent over a decade in fixed income sales and trading before focusing on investment management for individuals.

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Education

  • Bachelor’s degree in Political Science from the University of California, Los Angeles
  • MBA from Oklahoma City University

Highlights

  • Chartered Financial Analyst®
  • CERTIFIED FINANCIAL PLANNER®

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.