US Fiduciary Attracts High-End Lehman Brothers Advisor to Expand Its National Presence to South-Florida
US Fiduciary, LP, a leading boutique financial services firm focused solely on serving high-end investment advisors and their high net worth and institutional clients, today announced the opening of a South Florida office under the leadership of its newest Senior Managing Director, Curtis Lyman, Jr.
HOUSTON, TX (PRWEB) November 15, 2005 -- US Fiduciary, LP, a leading boutique financial services firm focused solely on serving high-end investment advisors and their high net worth and institutional clients, today announced the opening of a South Florida office under the leadership of its newest Senior Managing Director, Curtis Lyman, Jr.
Elliot Weissbluth, President of brokerage and advisory units at US Fiduciary explains: “In today's increasingly complex financial markets, reliable and independent investment advice is hard to find. US Fiduciary provides Advisors with the independence they need to be true fiduciaries coupled with a platform of sophisticated products and services.”
Lyman brings to US Fiduciary over 20 year of financial advisory experience, most recently at Lehman Brothers in Palm Beach, Florida where he served a large high net worth practice. Prior to transitioning into the financial services industry, Lyman began his career as an attorney and spent several years at the Orleans County District Attorney’s office in New York. In his role at US Fiduciary, he will service his existing client base as an objective, independent advisor and be well-positioned to continue to grow his business while leveraging the strong back-office support of US Fiduciary.
“I searched the country for a firm that shares my values of providing the highest caliber of advice and service to my clients,” said Lyman. “In US Fiduciary, I have a partnership with a firm built on very similar core values.” Lyman adds, “I was particularly attracted to the boutique culture of US Fiduciary. Unlike the large national banks and brokerage firms trying to serve many markets and sell their products, US Fiduciary is focused on Advisors like me who are interested in wealth management, not selling products.”
US Fiduciary Chairman and CEO, Steven Graubart, commented: “Curtis is an outstanding advisor, but more importantly, an outstanding individual. He represents the exact type of professional we strive to attract at US Fiduciary. We are thrilled to have him join our firm as we continue to deliver a new standard to the industry.”
About US Fiduciary, LP
US Fiduciary is a boutique financial services firm focused solely on serving high-end financial advisors and their high net worth and institutional clients. The company’s innovative and integrated offering of Managed Account Solutions, Broker Dealer Solutions, and RIA helps financial advisors and financial institutions manage the increasingly complex needs of wealthy clients. For more information, visit http://www.usfiduciary.com.
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