Lyle Wolberg
CEO, Senior Financial Life Advisor, Partner
Professional Overview
Lyle Wolberg is an accomplished financial services executive with over 25 years of industry experience. As the CEO, Senior Financial Life Advisor, and Partner at Telemus, he leverages his deep expertise in investment management, wealth planning, and client advisory to drive strategic growth and deliver exceptional financial solutions for high-net-worth individuals and families.
Experience Summary
Current Role
As CEO and Senior Financial Life Advisor at Telemus, Lyle is responsible for the firm's overall vision, strategy, and operations. He works closely with clients to develop comprehensive financial plans and investment portfolios tailored to their unique goals and risk profiles. Under his leadership, Telemus has established itself as a trusted advisor, managing over $3 billion in client assets and earning numerous industry accolades.
Career Progression
Prior to joining Telemus, Lyle held senior investment roles at prominent financial institutions, including UBS and Merrill Lynch. As a Senior Vice President of Investments at both firms, he demonstrated a proven track record of identifying investment opportunities, managing client portfolios, and building strong client relationships. Lyle's exceptional performance and industry expertise led to his appointment to the Board of Directors at Sterling Bank & Trust, FSB, where he provided strategic guidance and oversight.
Academic Background
Lyle holds a bachelor's degree from a prestigious university, where he graduated with honors. His academic focus on finance and investment management has been instrumental in shaping his successful career.
Areas of Expertise
- Investment portfolio management
- Wealth planning and advisory
- Financial analysis and modeling
- Retirement planning and estate management
- Client relationship management
- Strategic leadership and business development
Professional Impact
Lyle's contributions to the financial services industry have been recognized through his involvement in various industry associations and his appointment to the Board of Directors at Sterling Bank & Trust, FSB. He is known for his ability to navigate complex financial landscapes and deliver tailored solutions that help clients achieve their long-term financial goals.
Conclusion
With his extensive experience, strategic vision, and commitment to client success, Lyle Wolberg is poised to continue driving Telemus' growth and cementing its position as a premier wealth management firm. His dedication to the financial well-being of his clients and his leadership in the industry make him a valuable asset to both his firm and the broader financial services community.
