Profil
Mr. Brendan J.
Lyons is an Associate Portfolio Manager at West Financial Services, Inc. He is responsible for portfolio analysis and implementation along with continuing to support the Investment Committee with insightful equity research and market analysis.
Mr. Lyons graduated from Christopher Newport University with a BS in Finance and has since earned his Master’s in Finance at Georgetown University’s McDonough School of Business.
Postes actifs de Brendan Lyons
| Sociétés | Poste | Début |
|---|---|---|
West Financial Services, Inc.
West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments. | Gestionnaire de Portefeuille-Actions | 01/01/2024 |
Formation de Brendan Lyons
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
West Financial Services, Inc.
West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments. | Finance |
Christopher Newport University
Christopher Newport University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















