Lyle Smith, CFA, CAIA

Lyle Smith, CFA, CAIA

Resident Director - Wealth Management Advisor, Senior Vice President

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location of Lyle Smith, CFA, CAIACharleston, West Virginia, United States

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  • Timeline

  • About me

    Resident Director - Wealth Management Advisor - Senior Portfolio Manager

  • Education

    • University of South Carolina System

      1994 - 1996
      Masters of Business Administration, MBA
    • Washington and Lee University

      1989 - 1993
      Bachelor's Degree
    • Woodberry Forest School

      1985 - 1989
      High School
  • Experience

    • Merrill Lynch Wealth Management

      Feb 2015 - now
      Resident Director - Wealth Management Advisor, Senior Vice President
  • Licenses & Certifications

    • Chartered Financial Analyst

      CFA Institute
      Sept 2002