CEO and Executive Team

About

The executive team at Lyell Wealth Management has a history of working in various financial institutions including Atherton Lane Advisers, LLC, Rutberg & Company, SVB Alliant, and Banc of America Securities. They have also worked in various positions such as Portfolio Manager, Managing Director, and Senior Analyst. In addition, the team members hold degrees from Santa Clara University, the University of Southern California - Marshall School of Business, Lafayette College, Claremont McKenna College, and the University of Colorado Boulder.