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Lyle Wolberg
Directeur/Membre du Conseil chez
Children’S Hospital of Michigan Foundation
Profil
Mr. Lyle M.
Wolberg is a Principal & Senior Wealth Advisor at Kovitz Investment Group Partners LLC and a Founding Partner at Telemus Capital Partners LLC.
He is on the Board of Directors at The Children's Foundation, Inc., The First Tee of Greater Detroit and Children’S Hospital of Michigan Foundation.
He is responsible for working with some of the firm’s largest relationships.
Mr. Wolberg was previously employed as an Independent Director by Sterling Bancorp, Inc. (Michigan), a Senior Vice President-Investments by UBS Financial Services, Inc., a President by Berkley Education Foundation, and a Financial Advisor by Merrill Lynch & Co., Inc. He also served on the board at Sterling Bank & Trust, FSB.
He received his undergraduate degree from the University of Michigan Ross School of Business.
Postes actifs de Lyle Wolberg
| Sociétés | Poste | Début |
|---|---|---|
Children’S Hospital of Michigan Foundation
 Children’S Hospital of Michigan Foundation Hospital/Nursing ManagementHealth Services Operates children hospital services | Directeur/Membre du Conseil | - |
Telemus Capital Partners LLC
 Telemus Capital Partners LLC Investment ManagersFinance Provides investment advisory services | Corporate Officer/Principal | 01/01/2005 |
The Children's Foundation, Inc.
 The Children's Foundation, Inc. The Children's Foundation, Inc. is a company based in Loveland, CO. | Directeur/Membre du Conseil | - |
The First Tee of Greater Detroit | Directeur/Membre du Conseil | - |
Kovitz Investment Group Partners LLC
 Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz primarily invests each of their client’s portfolios in equities (stocks) and/or fixed income (bond) securities that are considered out-of-favor and undervalued by the investing public. The philosophy also includes holding them until they have reached what their investment team believes is a reasonable fair value, or until the team finds equity candidates with what it believes are more attractive risk/reward attributes, or the particular equity’s risk/reward profile does not justify continued ownership. Their equity selection philosophy is based on adopting a business owner mentality and adhering to a Margin of Safety principle. The firm’s investment approach to fixed income investing stresses preservation of wealth. | Gestionnaire de Portefeuille-Actions | 01/03/2024 |
Anciens postes connus de Lyle Wolberg
| Sociétés | Poste | Fin |
|---|---|---|
| STERLING BANCORP | Directeur/Membre du Conseil | 31/03/2024 |
Telemus Capital LLC
 Telemus Capital LLC Investment ManagersFinance Telemus uses various investment strategies in managing clients’ assets. Each client's investment strategy is based on the client's unique investment goals and risk tolerance. They use various methods of analysis and sources of information in formulating investment advice. The methods of analysis are primarily based on economic and company/fund fundamental analysis as well as economic cyclicality. | Directeur Général | 01/03/2024 |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Corporate Officer/Principal | 01/01/2005 |
Berkley Education Foundation
 Berkley Education Foundation Investment Trusts/Mutual FundsMiscellaneous Functions as a foundation or endowment | Fondateur | - |
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Formation de Lyle Wolberg
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
96
Relations au 1er degré
12
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 12 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Finance |
Telemus Capital LLC
Telemus Capital LLC Investment ManagersFinance Telemus uses various investment strategies in managing clients’ assets. Each client's investment strategy is based on the client's unique investment goals and risk tolerance. They use various methods of analysis and sources of information in formulating investment advice. The methods of analysis are primarily based on economic and company/fund fundamental analysis as well as economic cyclicality. | Finance |
Sterling Bank & Trust, FSB
 Sterling Bank & Trust, FSB Savings BanksFinance Provides savings banking services | Finance |
University of Michigan
 University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch & Co., Inc.
 Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
The Children's Foundation, Inc.
The Children's Foundation, Inc. The Children's Foundation, Inc. is a company based in Loveland, CO. | |
The First Tee of Greater Detroit | |
Kovitz Investment Group Partners LLC
Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz primarily invests each of their client’s portfolios in equities (stocks) and/or fixed income (bond) securities that are considered out-of-favor and undervalued by the investing public. The philosophy also includes holding them until they have reached what their investment team believes is a reasonable fair value, or until the team finds equity candidates with what it believes are more attractive risk/reward attributes, or the particular equity’s risk/reward profile does not justify continued ownership. Their equity selection philosophy is based on adopting a business owner mentality and adhering to a Margin of Safety principle. The firm’s investment approach to fixed income investing stresses preservation of wealth. | Finance |
Sterling Bancorp, Inc. (Michigan)
 Sterling Bancorp, Inc. (Michigan) Regional BanksFinance Operates as bank holding company whose subsidiaries provides banking services | Finance |
Children’S Hospital of Michigan Foundation
Children’S Hospital of Michigan Foundation Hospital/Nursing ManagementHealth Services Operates children hospital services | Health Services |
Telemus Capital Partners LLC
Telemus Capital Partners LLC Investment ManagersFinance Provides investment advisory services | Finance |
Berkley Education Foundation
Berkley Education Foundation Investment Trusts/Mutual FundsMiscellaneous Functions as a foundation or endowment | Miscellaneous |
