Stephen Lyle

Stephen Lyle, CFA, is a seasoned financial professional with extensive experience in portfolio management and investment advisory services. Currently serving as a Senior Portfolio Manager at Shaw and Partners since December 2022, Stephen previously held positions as a Portfolio Manager at Fortrend Securities Pty Ltd, President of Lyle Investment Management, and Private Wealth Manager at Merrill Lynch. Additional experience includes roles as a Guided Portfolio Manager at Morgan Stanley Smith Barney and a Commercial Real Estate Advisor at Investment Real Estate Associates, where notable achievements involved structuring significant financing and managing client portfolios during the Global Financial Crisis. Stephen's earlier career involved promoting U.S. economic interests as an Economic Fellow at the United States Embassy in Berlin and gaining insights into German politics as a Political Intern at Deutscher Bundestag. Stephen holds a Bachelor of Science in International Business from Pepperdine University.