Conrad Lyon, CFA, is a Senior Portfolio Manager and Wealth Advisor at Mutual Group, where they engage with clients to provide tailored financial advice and investment management. Previously, Conrad held the position of Senior Portfolio Manager and Wealth Advisor at Pacific Global Investment Management Company, driving a 50% increase in Assets Under Management through personalized consultations and strategic portfolio structuring. With a background as a Senior Equity Analyst at firms like B. Riley & Co. and Global Hunter Securities, Conrad has extensive experience in conducting in-depth financial and market analysis. They began their career as a Consultant at The Lyon Group, performing market feasibility studies for various entertainment venues. Conrad is currently pursuing a Bachelor of Business Administration in Accounting and Finance at California State University-Northridge.
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