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Joshua S. Levine, CFPSubmitted by skidadmin on Thu, 03/25/2010 - 14:08
Levine
Partner/Senior Advisor
Email Address:
vCard:
Mary BakhausSubmitted by skidadmin on Thu, 03/25/2010 - 13:45
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. Email Address:
vCard:
Lyle M. Wolberg, CFPSubmitted by skidadmin on Wed, 02/03/2010 - 01:00
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. Email Address:
vCard:
Robert A. Stone, CIMA®Submitted by skidadmin on Tue, 02/02/2010 - 01:00
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. Email Address:
vCard:
Gary RanSubmitted by skidadmin on Mon, 02/01/2010 - 01:00
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. Email Address:
vCard:
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