Stephen Canter
Chief Operations Officer

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.



Lyons Fundamental Small Cap Value Strategy

Are you missing out on this market rally? Wall Street has seen a surge in small-cap stocks lately, with the Russell 2000 index climbing over 10.7% in the past month versus 5.5% gains in the S&P 500 and 6.1% uptick in the Nasdaq Composite. This rally coincides with cooling inflation data and hopes for Fed rate cuts in 2024.
We utilize our Fundamental Process, including our proprietary GRAPES valuation model, to screen the universe of mid, small and micro-cap companies, use the link below for more information.

Lyons Small Cap Value Fund >>

Our Award Winning Investment Strategies

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Lyons Enhanced Yield
Portfolio

Delivering consistent, reliable cash flow, Each position is fully hedged to control downside exposure, Portfolio net yield target of 12-15% annually, Fully liquid No lockup period, no capital calls

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Lyons Tactical Allocation Portfolio (SMA)

Greater long-term upside capture through sustained full market participation and full equity allocations to multi-year, continuous time periods

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Catalyst/Lyons Tactical Allocation (Mutual Fund)

The Fund’s objective is to seek total return from long-term capital appreciation and current income.

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Lyons Core Portfolio

Investing in income generating common and preferred stocks and corporate bonds with long-term holding periods intended to optimize tax efficiency

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Lyons Fundamental Small Cap Value Strategy

Targets long term growth of capital through buying undervalued small and mid cap companies with improving business prospects.

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Own a Large Stock Position

Did your advisor say sell and diversify? Keep your stock with Lyons Income Overlay. You don't have to diversify with our cusotmized solution for large concentrated stocks.

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Lyons CoinDesk Large Cap Select Index SMA

CoinDesk Large Cap Select Index (DLCS), designed to measure the market capitalization weighted performance of some of the largest and most liquid digital assets that meet pre-defined trading and custody requirements.

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