Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
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.
Partner & Market Leader
Partner & Practice Leader
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.