Craig Lyon

Craig Lyon has more than 25 years of experience in the financial industry with direct responsibility and management of institutional, retail and hedge fund investments. He specializes in investment strategy, alternative investments, trust services and life insurance, and is a strong proponent of effective communication between client family members to create and foster rewarding legacies. Craig has devoted much of his career to the study of the financial markets. He started at the Chicago Mercantile Exchange as an arbitrage clerk and then floor trader in the foreign currency pits. He then joined the investment team at Masco Corporation, assisting with in-house management of its corporate pension fund. He became a Series 7 registered representative with McDonald Financial Group, and then with Leonard & Company while working closely with Valenti Capital on its hedge funds and alternative investments. He is trustee for numerous trust accounts, officer of a private charitable foundation and advisor to real estate, private equity and venture capital transactions. Craig earned his B.S. in business from Miami University in Ohio.