Lyle Wolberg
Lyle Wolberg is the CEO and Founding Partner of Telemus Capital, an independent, fee-based wealth management firm. He is also a Senior Adviser at Telemus, responsible for working with some of the firm's largest relationships. Lyle has more than 30 years of industry experience across all facets of financial wealth planning and investment management, and has been recognized as a top financial advisor by Forbes and Barron’s. Prior to Telemus, he was Senior Vice President of Investments at Merrill Lynch and UBS Financial Services.
Lyle Wolberg Professional Experience / Academic History
Professional Experience
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CEO, Founding Partner and Senior Advisor
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Senior Vice President of Investments
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Senior Vice President of Investments
Academic History
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B.B.A., Finance
CURRENT AFFILIATIONS
Board of Directors, First Tee of Greater Detroit
Co-Founder, Berkley Educational Foundation
EARLY CAREER
Prior to launching Telemus, he was Senior Vice President of Investments at Merrill Lynch and UBS.
He was a member of the Board of Directors at Sterling Bank & Trust, and has been a Contributor to The Smarter Investor since 2018.
He has been featured in Forbes, The Wall Street Journal, Yahoo! Finance and InvestmentNews.
RECOGNITIONS