SA STONE WEALTH MANAGEMENT INC.
Michael Lytle joined SA Stone in 2022 as Chief Investment Officer. Michael leads the portfolio management process including managed portfolios of mutual funds and ETFs and individual security portfolios of stocks and bonds. The team is also responsible for market commentary, advisor support on investment-related topics, and due diligence covering third-party managers. Prior to joining SA Stone, he lead the advisory team for an institutional consulting firm helping design and implement multi-asset class portfolios. He started his career in the asset management department of a large regional bank managing fixed income portfolios. Mr. Lytle earned a BS from Berry College and the CFA Designation in 2002.
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SA STONE WEALTH MANAGEMENT INC.
Providing world-class independent wealth management products and services, and tailored work environment with the highest level of support.