Financial Advisors

Lyle Brandt is a wealth management financial advisor based in San Ramon, CA.

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.