Sander Read – CEO and Managing Director

Sander Read is the CEO and Managing Director overseeing the firms investment strategies for Lyons Wealth Management, LLC.

From 1993 to 1996, Mr. Read managed individual and institutional assets for the Private Client Group of Merrill Lynch & Co.

In 1997 Mr. Read became CEO and Senior Portfolio Manager of his own firm which specialized in financial planning and managing high net worth clients with concentrated stock positions. This specialized focus began by necessity and to serve one particular client with a large concentrated position in 1999. Quickly realizing that the investment management landscape was void of this specialty, Sander and the portfolio team began to focus primarily on the specific needs and challenges of managing large, single stock positions of which the client did not want to sell. A covered call strategy was developed, followed by a unique method of “Overlay trading”, hedging, debt consolidation using shares, and stock option analysis. Since 1999, Sander and the firm delved more and more into the intricacies and challenges associated with concentrated positions. This experience has been used to develop more cutting edge trading techniques for large stock position holders.

Mr. Read is a graduate of the Phillips Exeter Academy and Lake Forest College. He holds a B.A. in Economics and French. In 2008 Mr. Read completed the Rollins College Roy E. Crummer Executive Management Program.