Lion Street is a financial services distribution company specializing in financial solutions for individuals and businesses.

Finance

Services

Lion Street

Lion Street's headquarters in Austin, TX, United States

Bob Carter

Chris Merla

Natalie Ross

Matt Workman, CLU

Jim Nolan CLU, CLTC

Carie Heckler

James Joyce

This department is responsible for strategic direction and decision-making within the organization.

Leadership

This department focuses on coordinating and managing cases to ensure effective service delivery and client support.

Case Management

This department provides strategic direction and oversight for the organization.

Executive Leadership

This department manages client relationships and provides personalized financial planning solutions.

Client Services

The Information Technology team at Lion Street is responsible for maintaining and enhancing the company’s technology infrastructure, ensuring seamless IT support for all staff, and implementing robust information security measures to protect sensitive financial data. They work collaboratively to optimize system performance, manage IT operations, and safeguard the organization against potential security threats.

Information Technology

This department focuses on strategies and initiatives to foster growth and partnerships within the firm.

Lion Street

Org chart

Teams

Leadership

Case Management

Executive Leadership

Client Services

Information Technology

Business Development

Offices

Lion Street

Org chart

Teams

Leadership

Case Management

Executive Leadership

Client Services

Information Technology

Business Development

Offices

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