Curtis Lyman Email & Phone Number
Director @ Twenty Four Wealth
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Curtis Lyman Location
- Palm Beach Gardens, FL, US
Curtis Lyman Work
- Director @ (June 2025 - Present)
- Salesperson @ (June 2005 - September 2025)
- CEO and CIO @ (February 2015 - July 2025)
- CEO and CIO @ (January 2015 - January 2016)
- Managing Director and Partner @ (January 2008 - January 2015)
- President and CEO @ Alpha Wealth Management (November 2007 - December 2008)
- Sr. Managing Director @ (January 2005 - January 2007)
- Sr. Vice President @ Lehman Brothers (January 2001 - January 2005)
- President @ (January 1998 - January 2001)
- President @ STI Private Capital Group, N.A. (January 1996 - January 1998)
- Founding President and CEO @ Raymond James Trust Company (January 1992 - January 1996)
- Vice President @ Chase Manhattan (January 1988 - January 1991)
- Financial Advisor @ Merrill Lynch (January 1985 - January 1988)
- District Attorney @ County of Orleans, New York, Office of the District Attorney (January 1979 - January 1985)
- Attorney and Partner @ Lyman and Lyman, Esqs. (January 1978 - January 1985)
Curtis Lyman Education
- Case Western Reserve University School of Law
Juris Doctor (JD) (Law)
1974-1977 - Hiram College
Bachelor of Arts (B.A., cum laude) (Sociology/Economics)
1970-1974
Curtis Lyman Skills
- Client Representation
- Strategic Financial Planning
- Investment Advisory
- Financial Advisory
- Financial Services
- Investments
- Wealth Management
- Finance
- Wealth
- Series 7
- Alternative Investments
- Private Banking
- Mergers & Acquisitions
- Portfolio Management
- Securities
- Capital Markets
- Risk Management
- High Net Worth Individuals
- Asset Allocation
- Mergers
- Hedge Funds
- Asset Management
- Wealth Management Services
- Estate Planning
- Investment Strategies
- Mutual Funds
- Investment Management
- ETFs
- Retirement Planning
- Series 24
- FINRA
- Private Equity
- Equities
- Fixed Income
- Uniform Combined State Law
- Series 65
- Bonds
- Financial Planners
- Options
- Retirement
- Venture Capital
- Personal Financial Planning
- Bloomberg
- Hedging
- Equity Research
- Separately Managed Accounts
- Series 63
- Investment Advisory Services
- Management
- Business Development
- Gamma
- High Net Worth
- Networking
- Personal Financial
- Uniform Combined State
- Strategic Financial
- Separately Managed
- Mergers and Acquisitions
Curtis Lyman Summary
- Curtis Lyman, based in Palm Beach Gardens, FL, US, is currently a Director at Twenty Four Wealth. Curtis Lyman brings experience from previous roles at Alpha Beta Gamma Wealth Management and HighTower. Curtis Lyman holds a 1974 - 1977 Juris Doctor (JD) in Law @ Case Western Reserve University School of Law. With a robust skill set that includes Client Representation, Strategic Financial Planning, Investment Advisory, Financial Advisory, Financial Services and more. Curtis Lyman has 7 emails and 5 mobile phone numbers on RocketReach.
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