OUR TEAM

Who We Are

Our team at Lyons Wealth Management is made up of talented professionals with backgrounds in finance, portfolio management, entrepreneurship and technology. We are in the business of helping our clients not only reach but exceed their financial goals and dreams.

Sander HS_edited.jpg

Sander Read

President and Chief Executive Officer

Mr. Read is the Chief Executive Officer, responsible for overseeing the development, management, and distribution of the firm’s investment strategies. He is also a lead member of the firm’s investment committee on equities and derivatives.

Mr. Read was a wealth manager for the private client group of Merrill Lynch, managing both institutional and individual assets. He transitioned to become the CEO and lead portfolio manager of his own firm focusing on derivative overlay strategies for high net worth clients with concentrated stock positions. Mr. Read is a graduate of the Phillips Exeter Academy, holds a BA in Economics from Lake Forest College, and also completed the Executive Management Program at Rollins College.

He currently has his Series 65 securities registration.

Stephen Canter

Chief Operations Officer
Steve HS.png

Mr. Canter has served as a Chief Operations Officer for Lyons Wealth Management since 2020, responsible for designing and implementing business strategies, plans and procedures. Oversee daily operations of the company and the work of executives (IT, Marketing, Sales, Compliance, Finance etc.). Set comprehensive goals for performance and growth, while establishing policies that promote company culture and vision. Evaluate performance by analyzing and interpreting data and metrics.

From 2011-2019, Mr. Canter served as Director of Business Development and Biomedical Research Facility Director, with ten years of managerial experience within a genetics laboratory, biomedical research & development, project management, laboratory facility operations management, and B2B sales in the biomedical research industry. Client relations and outreach, key product and procedural knowledge in the biomedical industry, strategic sales targeting and planning, record of positive sales growth. While authoring white papers and being routinely hands on in bench science. Experienced with data analysis from multiple platforms.

Corey Roun

Sr. Director of Trading & Derivatives Strategies
Corey HS.png

Mr. Roun has been with Lyons Wealth Managment since 2009 and serves as a Sr. Director of Trading and Derivatives Strategies. He's responsible for the ongoing trading and portfolio management for the firms' strategies. He is also the Chief Technology Officer and ensures that the firm’s technology needs are met and exceeded as well as ensuring that the firm is in compliance with regulations.

Mr. Roun works to ensure that client portfolios are smartly implemented as they transition into their appropriate investment plan. He has an eye for tax efficiency that leads to tax benefits during the reallocation of assets. He also interacts with clients during the early phases to ensure a seamless transition to the firm, as well as a specialized point of contact for detail specific questions. With over 15 years experience in the investment world,  Mr. Roun brings a significant breadth of knowledge from his roles at the firm. Prior to his positions with Lyons Wealth Management, Mr. Roun worked in sales, marketing, technology and operational roles.

 

He currently has his Series 65 securities registration.

Matt Ferratusco

Senior Portfolio Manager & Analyst
Matt HS.png

Mr. Ferratusco has served as a Portfolio Manager and Analyst for Lyons Wealth Management since 2015, responsible for managing the Tactical Allocation and Small Cap strategies and for the firm’s portfolio analysis, equity research, and performance measurement and reporting.

He is a member of the equity portfolio management team and investment committee, focusing on equity research, portfolio analytics, and risk assessment. From 2011-2015, Mr. Ferratusco served as an analyst and performed additional roles in sales & marketing. Prior to joining Lyons, he briefly served as a market and currency analyst at a small forex trading firm. From 2004-2010, he served as an independent consultant and analyst in the motorsports business.

Matt holds the CIPM® (Certificate in Investment Performance Measurement) designation, and a BS degree in Finance from the University of Central Florida.

CIPM® is a registered trademark owned by CFA Institute

Tom Casper

Senior Vice President, Wealth Manager
Tom HS.png

Tom Casper is a Senior Vice President and Wealth Manager at Lyons Wealth Management headquarters in Winter Park. He brings over 26 years experience advising ultra high-net worth families in all aspects related to their unique situations. Tom's experience with complicated financial planning, portfolio design and execution, along with in-depth estate planning expertise makes him the go-to source for the clients he services.

Tom began his career with Merrill Lynch in 1996 to pursue a path that was as equally exciting as flying in the US Navy off aircraft carriers. He is a highly decorated combat veteran of the 1991 Persian Gulf War with 267 carrier landings under his belt.

He currently has his Series 65 securities registration.

Joe Reaves

Director of Business Development
Joe HS.png

Mr. Reaves has over 30 years in various positions in the Investment Community including Regional Management, Divisional Management, and Financial Advisor. Joe looks forward to providing insight as well as solid solutions for our clientele.

Alan HS.png

Alan Jardeleza

Managing Director - SE Florida

Alan Jardeleza is a Managing Director at Lyons Wealth Management’s Palm Beach Island office.  His client focus is ultra high-net worth families, executives and business owners (with a concentration on doctors and attorneys) and institutions. He provides custom tailored investment strategies and advice to pursue clients’ objectives and goals.  Prior to joining the firm, Alan was a Senior Portfolio Advisor in the Palm Beach Island office of Merrill Lynch for 7 years, but wanted the autonomy that Lyons Wealth Management could provide, so he made the switch in 2019. 

Alan started his career in finance in 1998.  His diversified career in finance has provided him with the experience to handle many challenging situations.  Before joining Merrill Lynch in 2012, Alan worked as a consultant for Franklin Templeton Investments for 6 years and traded equities on the Chicago Board of Options preceding that.

He currently has his Series 65 securities registration.

Yi Dai

Yi HS.png
Business Development Officer - Asia

Ms. Dai is currently serving as Business Development Officer for Lyons Wealth Management, administrating and operating cross boarder investment projects in Asia. Before joining Lyons, Ms. Dai served as a Marketing and Project Management Contractor for FUSP and China Banking Group and an Investment Project Manager and Sales Associate for Bank of Shanghai. Ms. Dai is a graduate from Warwick University with postgraduate studies in Strategic Marketing, a BA in Business and Financial Service, Accounting and Law from Bachelor Sheffield Hallam University.

Kiran Ellis

Kiran HS.png
Economics Intern

Kiran Ellis has worked at Lyons Wealth Management since March of 2021. He is currently majoring in Economics and minoring in Mathematics at Rollins College in Winter Park where he will also earn a Master’s in Business from the Crummer Graduate School of business.

 

Mr. Ellis is responsible for creating, updating, and maintaining analytical marketing materials at Lyons Wealth Management. Mr. Ellis also performs market research for the various portfolios the firm runs. He has an active and crucial role at Lyons Wealth Management by assisting the portfolio managers, being involved in client interaction, and assisting in the day-to-day activity.

 

Kiran enjoys playing Ice Hockey in his free time and is also on the Investment Club at Rollins College.