Curtis Lyman

A financial services professional with nearly 30 years of experience, Curtis Lyman serves as Managing Partner of the Lyman Group, a Florida independent financial advisory firm affiliated with HighTower Advisors. In these roles, as the principal of his own firm and as an owner and Partner in HighTower, he provides enhanced benefits to his clients. Curtis Lyman works primarily with small institutions, foundations, and high-net-worth individuals. They gain from the Lyman Group’s autonomy as an independent firm, as well as HighTower’s capabilities as a source of research, capital, and technical assistance. The Lyman Group is considered one of the premier wealth management firms in the region, according to the South Florida Business Journal. Dedicated to impartial advocacy for his clients, Curtis Lyman brings considerable market insight, financial expertise, and legal knowledge to his practice. He develops strategic wealth management plans that allow clients to realize their immediate and long-term income goals and to optimize their investment potential. As the owner of an independent financial advisory firm, his advice remains free of bias about particular investments. Unlike traditional brokerage firms, the Lyman Group has no stake in the promotion of any particular security or asset class. This gives his clients the opportunity to choose the best possible investments to attain their financial goals. Prior to founding the Lyman Group, Curtis Lyman oversaw a thriving investment advisory practice for the southeastern United States region at Lehman Brothers. Allowed to manage discretionary accounts for clients by Lehman’s registration under the Investment Company Act of 1940, Curtis Lyman profitably handled a number of securities portfolios for clients. He also managed private banking, wealth management, and lending functions as the President and Chief Executive Officer of Wilmington Trust Company. Curtis Lyman graduated from Hiram College in Ohio, where he earned a Bachelor of Arts, cum laude. He subsequently obtained his Juris Doctor from Case Western Reserve University School of Law. He belongs to the North Palm Beach Chamber of Commerce, the Financial Planning Association, and the New York State Bar Association.