David Lyon is a Vice Chairman and is responsible for strategic asset allocation and implementation of investment solutions for clients, including tactical allocation tilts and portfolio construction. David also led the West Coast Multi-Manager Investment Advisory Group, where he was responsible for the Multi-Manager platform, as well as the ongoing client advisory services, with emphasis on alternative investment strategies.
Prior to joining J.P. Morgan, David headed the Institutional and Private Client consulting group within the Investment Management Services area of Sutro & Co. He was responsible for advising institutional clients and developing strategic portfolios for institutional clients of the firm. David sits on the Investment Committees of the following foundations: Hanna Boys Center, Dominican Sisters, and St. Mary’s Medical Center Foundation.
David received his B.A. from the University of Arizona and is a CFA® charterholder. In addition, he is a member of the CFA Institute and the San Francisco Analyst Society.
敬请提供有关您的个人资料,我们的客户服务团队人员将会与您联络。
了解更多成为摩根大通私人银行客户的详情。
敬请提供有关您的个人资料,我们的客户服务团队人员将会与您联络。
请浏览 FINRA Brokercheck网站以了解更多我们的公司及投资专才。
投资产品: • 不受联邦存款保险公司保障 • 非摩根大通银行或其任何联属机构的存款或其他负债,亦未获摩根大通银行或其任何联属机构的担保 • 存在投资风险,包括可能损失投资的本金
银行存款产品(例如支票、储蓄及银行贷款)及相关服务乃由摩根大通银行(JPMorgan Chase Bank, N.A.)提供。 摩根大通银行是美国联邦存款保险公司的成员。并非借贷承诺。授信额度均须经信贷审批。