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Owen Lyons

Portfolio Manager Consultant

Owen Lyons, MBA is our Portfolio Manager Consultant who oversaw the initial allocation, design and balancing of our portfolios. Owen has spent 30 years navigating financial markets, including 15 years as a market maker and arbitrageur for Neuberger Berman. He brings to our clients an in depth knowledge of global investing and asset management along with proven strength in comprehensive financial planning.

Owen holds an MBA from the Johnson School at Cornell University and a bachelor’s degree from the College of Wooster. Civically he has been involved with the Mid-Shore Mediation Center in Easton, MD, serving as Board President and a Court Rostered Mediator.

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