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Lyell Wealth Management jobs and careers

Menlo Park, CA, United States

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About Lyell Wealth Management

Lyell manages wealth for successful entrepreneurs, technology executives, business owners, and other high-net-worth individuals and families from around the United States.

Investment ManagementAdviceFinancial ServicesWealth Management
Founded
2016
Employees
1 to 10
Headquarters
Menlo Park

Leadership

The top of Lyell Wealth Management's org chart, with how many people report into each leader.

MBPhoto of Matt Bennitt

Matt Bennitt

Co-Founder & Managing Director

3 reports

KCPhoto of Kevin Connell

Kevin Connell

Managing Director

JBPhoto of Jeff Berry

Jeff Berry

Managing Director

PSPhoto of Peri Soyugenc

Peri Soyugenc

Managing Director

JLPhoto of Joanna Levasseur

Joanna Levasseur

Wealth Manager

AWPhoto of Anna Wong

Anna Wong

Portfolio Manager

NTPhoto of Nancy Tuck

Nancy Tuck

Managing Director

LSPhoto of Lisa Sanchez

Lisa Sanchez

Client Services Director

Jobs at Lyell Wealth Management

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