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Lyon Capital Management

Doug Lyon, CFA
President and Chief Investment Manager

Doug may be contacted at doug @ lyoncapital.com

Doug Lyon, CFA has provided financial management services to individuals and corporations for over 20 years. Mr. Lyon has a B.A. in history from Wake Forest University and an M.B.A. from Wake Forest's  Babcock Graduate School of Management.  He is a CFA charter holder.

After graduation in 1982, Mr. Lyon returned to his home town of Rochester, NY to purchase and run Circulab, Inc. a non-invasive vascular laboratory that provided medical testing services to physicians and their patients.  Mr. Lyon purchased the business from a local hospital, upgraded it from a management and technology standpoint, then resold it at a profit in 1986.

From 1987 to 1989 Mr. Lyon worked as an equity analyst and portfolio manager for a Rochester area investment management firm.  He specialized in analyzing technology stocks and managing client portfolios.  In 1989 he left the firm and established a business consulting venture while continuing to manage personal and family investment portfolios.  Mr. Lyon founded Lyon Capital Management in 1994.

Mr. Lyon is a member of the CFA Society of Rochester and has served as their President.  He serves on the Highland Hospital Foundation Board.  He serves on the Vestry at St. Thomas' Episcopal Church and chairs the finance committee.  He was chair of the daily ticket sales committee for the 2003 PGA Championship at Oak Hill Country Club.  And, he is the author of The Financial Statement Workbook, a guide to reading and understanding financial statements.

Mr. Lyon is a scratch golfer, is married and has a son who is 18 years old.  Mr. Lyon resides in Penfield a suburb of Rochester, New York.

 

Kate Lyon, CFP®

Kate may be contacted at  kate @ lyoncapital.com

Kate Lyon holds a bachelor's degree in Biology from Wake Forest University and is a CERTIFIED FINANCIAL PLANNER  professional.

Kate works closely with the firm's clients to respond to  financial planning questions related to the investment process and to manage client accounts.  In addition Kate is the firm's Chief Compliance Officer.

Kate worked in the information systems field for 15 years.  She then was the owner of her own technical writing business, Key Compositions, Inc. (from 1990-1994).  She joined Lyon Capital Management at its inception.

Kate is a member of the Financial Planning Association of Upstate New York.  Kate serves on the board of the Mary Cariola Children's Center as a vice-chair, treasurer and chair of the finance and investing committee. Kate is a past president of the Junior League of Rochester and is a 1995 graduate of the Leadership Rochester program.

Kate is married to Doug Lyon, is the mother of an 18-year-old son, and enjoys swimming and needlework of all kinds.

24B Grove Street, Pittsford, NY  14534
Tel: (585) 248-9821