2 months ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
Vice President,
Financial Advisor
Lyle became part of CAPTRUST in 2019 when Watermark Asset Management joined CAPTRUST. He serves as a vice president and financial advisor responsible for providing investment advisory services and comprehensive wealth management services to high-net-worth individuals and families. He is motivated to educate and objectively explain investment options to his clients.
Prior to joining Watermark Asset Management, Lyle served 13 years as president of Peak Capital Management. He has been working in the industry since 1978. When he is not in the office or with a client, Lyle enjoys reading, golfing, exercise, gardening, and travel.
2 months ago
In this edition of Investment Strategy, Sam Kirby of...
5 months ago
The third quarter of 2022 saw rising inflation and recession...
8 months ago
After three remarkable years of outsized returns in the stock...
12 months ago
Rising inflation, the specter of higher interest rates, and the...