Telemus Capital
Telemus Capital
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Joshua S. Levine, CFP

Levine

Partner/Senior Advisor

 

 

Mary Bakhaus

Bakhaus

Partner/Senior Portfolio Manager

 

Mary serves Telemus in multiple capacities. In her role as Managing Director of Taxable Fixed Income at Beacon Asset Management, Telemus Capital’s wholly owned asset management subsidiary, Mary is primarily responsible for the analysis of high-yield credits and the implementation of our high-yield (BB) investment portfolio. In addition, she works as a relationship manager, helping clients with their personal investment and financial needs.

Lyle M. Wolberg, CFP

Wolberg

Partner/Senior Advisor

 

In addition to managing client relationships, Lyle oversees the management, analysis, design and implementation of a variety of wealth advisory services. He is a founding partner of Telemus Capital and a former Financial Advisor at Merrill Lynch and Senior Vice President–Investments at UBS Financial Services.

Robert A. Stone, CIMA®

Stone

Partner/Senior Advisor

 

A founding partner of Telemus Capital, Bob is responsible for managing some of the firm’s key client relationships. Bob is also a Certified Investment Management Analyst and serves on the firm’s investment committee. In this capacity, he works with other committee members on the selection and monitoring of the firm’s investment platform. Prior to co-founding Telemus, Bob served as a Financial Advisor at Merrill Lynch and a Senior Vice President–Investments at UBS Financial Services.

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Gary Ran

Ran

Partner/Chairman

 

A founding partner of Telemus Capital, Gary serves the firm in multiple capacities. In addition to managing client relationships and serving on the firm’s investment committee, Gary is responsible for the overall strategic direction as Chairman of the Board.

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