Michael S. Lyster, CPWA®️

Experience

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  KeyBank

  Feb 1993 - Sept 2000

  Vice President, Senior Portfolio Manager

  Daily portfolio management of personal trust and retirement accounts utilizing stocks, bonds, mutual funds to meet client determined goals and objectives. Also, responsible for generating new business through a trust referral network and local centers of influence.

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  Wilmington Trust

  Sept 2000 - Nov 2005

  Vice President, Senior Portfolio Manager

  Manage personal and retirement accounts by utilizing stocks,bonds, mutual funds to meet client goals and objectives. Assisted in sales generation to meet organizational goals while acting as an integral member of management committee. Excelled at adhering to all compliance protocols.

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  Northern Trust Corporation

  Nov 2005 - Oct 2019

  Vice President Senior Portfolio Manager

  Manage complex book of personal and retirement portfolios utilizing stocks, bonds, separately managed accounts, etf’s, hedge funds and mutual funds. Review with new and existing clients internal goals based program to help with determining asset allocation to meet individual goals and objectives. Develop new business by articulating and demonstrating investment capabilities to prospective clients to assist the firm in meeting sales goals. Consult with local centers of influence over joint relationships and potential new business. Manage portfolio and client risk by maintaining excellent compliance protocol within total relationship profile. Show less

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  PNC

  Oct 2019 - now

  Vice President, Senior Investment Advisor

  Manage invest portfolios for personal trust, retirement and investment management accounts across all asset classes