![Alexander Read](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Alexander Read
Chief Executive Officer at Lyons Wealth Management LLC
Profile
Mr. Alexander Read is a Chairman, President & Chief Executive Officer at Lyons Funds and a President & Chief Executive Officer at Lyons Wealth Management LLC.
He is responsible for overseeing the development, management, and distribution of the firm’s investment strategies.
He is also a lead member of the firm’s investment committee on equities and derivatives.
Mr. Read was a wealth manager for the private client group of Merrill Lynch, managing both institutional and individual assets.
He transitioned to become the CEO and lead portfolio manager of his own firm focusing on derivative overlay strategies for high net worth clients with concentrated stock positions.
He is a graduate of the Phillips Exeter Academy, holds a BA in Economics from Lake Forest College, and also completed the Executive Management Program at Rollins College.
Alexander Read active positions
Companies | Position | Start |
---|---|---|
Lyons Wealth Management LLC
![]() Lyons Wealth Management LLC Investment ManagersFinance Lyons Wealth Management LLC (Lyons) is an independent registered investment advisor headquartered in Winter Park, Florida. The firm was founded in 2009 and is primarily owned by Alexander Read. Lyons primarily provides customized investment management services to high-net-worth individuals, associated trusts, estates, mutual funds, and other legal entities. It serves as sub-advisor to an open-end mutual fund series’ Catalyst/Lyons Tactical Allocation Fund, which utilizes the Lyons Tactical Allocation Portfolio. | Chief Executive Officer | 31/12/2008 |
Lyons Funds
![]() Lyons Funds Investment Trusts/Mutual FundsMiscellaneous Lyons funds is an open-end, management investment company. Its objective is to achieve long-term capital appreciation. The company was founded on February 19, 2014 and is headquartered in Winter Park, FL. | Chief Executive Officer | 31/12/2014 |
Former positions of Alexander Read
Companies | Position | End |
---|---|---|
Alexander Read Investment Management, Inc.
![]() Alexander Read Investment Management, Inc. Investment ManagersFinance Founded in 1997, Alexander Read Investment Management, Inc. is a registered investment advisor located in Winter Park, Florida with an additional office in Naples, Florida. The firm provides investment management services to high net-worth individuals, fiduciaries, business owners, entrepreneurs, pooled investment vehicles and charitable organizations. They manage equity, fixed-income and balanced portfolios. | Founder | 25/07/2011 |
Merrill Lynch Investment Managers, Inc.
![]() Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Portfolio Manager-Equities | - |
Training of Alexander Read
Lake Forest College | Undergraduate Degree |
Experiences
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1st degree connections
1st degree companies
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Female
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Linked companies
Private companies | 4 |
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Merrill Lynch Investment Managers, Inc.
![]() Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Finance |
Alexander Read Investment Management, Inc.
![]() Alexander Read Investment Management, Inc. Investment ManagersFinance Founded in 1997, Alexander Read Investment Management, Inc. is a registered investment advisor located in Winter Park, Florida with an additional office in Naples, Florida. The firm provides investment management services to high net-worth individuals, fiduciaries, business owners, entrepreneurs, pooled investment vehicles and charitable organizations. They manage equity, fixed-income and balanced portfolios. | Finance |
Lyons Wealth Management LLC
![]() Lyons Wealth Management LLC Investment ManagersFinance Lyons Wealth Management LLC (Lyons) is an independent registered investment advisor headquartered in Winter Park, Florida. The firm was founded in 2009 and is primarily owned by Alexander Read. Lyons primarily provides customized investment management services to high-net-worth individuals, associated trusts, estates, mutual funds, and other legal entities. It serves as sub-advisor to an open-end mutual fund series’ Catalyst/Lyons Tactical Allocation Fund, which utilizes the Lyons Tactical Allocation Portfolio. | Finance |
Lyons Funds
![]() Lyons Funds Investment Trusts/Mutual FundsMiscellaneous Lyons funds is an open-end, management investment company. Its objective is to achieve long-term capital appreciation. The company was founded on February 19, 2014 and is headquartered in Winter Park, FL. | Miscellaneous |
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