Lyell manages wealth for successful entrepreneurs, technology executives, business owners, and other high-net-worth individuals and families from around the United States.

Investment Management

Lyell Wealth Management

Lyell Wealth Management's headquarters in Menlo Park, CA, United States

Managing Directors

Nancy Tuck

Kevin Connell

Jeff Berry

Matt Bennitt

Peri Soyugenc

Joanna Levasseur

Anna Wong

Lisa Sanchez

The leadership team at Lyell Wealth Management has a history of experience in the financial industry. Many of the team members have worked as portfolio managers and wealth managers at various companies. They also have a wide range of educational backgrounds, with degrees in finance, accounting, economics, and marketing. This combination of experience and education gives the team a well-rounded perspective on financial planning and investing.

Leadership Team

Lyell Wealth Management

Org chart

Teams

Leadership Team

Offices

Lyell Wealth Management

Org chart

Teams

Leadership Team

Offices

Related companies