Lyle Wolberg
Chief Executive Officer at Telemus Capital LLC
Net worth: 182 219 $ as of 30/04/2024
Profile
Lyle Matthew Wolberg is the founder of Telemus Capital LLC, where he holds the title of CEO, Senior Financial Life Advisor & Partner since 2013.
He is also the founder of Berkley Education Foundation.
Mr. Wolberg's current jobs include being the Director at The Children's Foundation, Inc., Director at The First Tee of Greater Detroit, and Trustee at Children's Hospital of Michigan Foundation.
Additionally, he is a Founding Partner at Telemus Capital Partners LLC since 2005.
Mr. Wolberg's former jobs include being a Director at Sterling Bank & Trust, FSB and Sterling Bancorp, Inc. (Michigan) from 2017 to 2024, and a Senior Vice President-Investments at UBS Financial Services, Inc. from 1999 to 2005.
He also worked as a Financial Advisor at Merrill Lynch & Co., Inc. Mr. Wolberg completed his undergraduate degree at the University of Michigan in 1991.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
STERLING BANCORP, INC.
0.07% | 01/01/2024 | 37,571 ( 0.07% ) | 182 219 $ | 30/04/2024 |
Lyle Wolberg active positions
Companies | Position | Start |
---|---|---|
Telemus Capital LLC
Telemus Capital LLC Investment ManagersFinance Telemus Capital LLC (Telemus) is a registered investment advisor headquartered in Southfield, Michigan. The firm was founded in 2013 and is a subsidiary of Focus Operating LLC., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Telemus offers comprehensive financial advisory, investment management and asset management solutions to high net worth individuals and families, endowments and foundations, and select institutions. | Chief Executive Officer | - |
Children’S Hospital of Michigan Foundation
Children’S Hospital of Michigan Foundation Hospital/Nursing ManagementHealth Services The Children's Hospital of Michigan Foundation is based in Detroit. The foundation operates children's hospital services. | Director/Board Member | - |
Telemus Capital Partners LLC
Telemus Capital Partners LLC Investment ManagersFinance Telemus Capital Partners LLC provides objective financial advice to clients to help them plan and achieve their financial goals. The private company is based in East Lansing, MI. The company's services range from financial planning to wealth transfers, philanthropy, and education savings. The company assists clients in managing their personal balance sheets and developing asset allocation strategies that align with their objectives. | Corporate Officer/Principal | 01/01/2005 |
The Children's Foundation, Inc. | Director/Board Member | - |
The First Tee of Greater Detroit | Director/Board Member | - |
Former positions of Lyle Wolberg
Companies | Position | End |
---|---|---|
STERLING BANCORP, INC. (SOUTHFIELD, MI) | Director/Board Member | 31/03/2024 |
Sterling Bank & Trust, FSB
Sterling Bank & Trust, FSB Regional BanksFinance Sterling Bank & Trust, FSB operates as a chartered savings bank. It offers personal banking, home loans, business banking, commercial loans, and wealth management services. The company was founded in 1984 and is headquartered in Southfield, MI. | Director/Board Member | 31/03/2024 |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 01/01/2005 |
Berkley Education Foundation | Founder | - |
░░░░░░░ ░░░░░ ░░░░░ ░░░░ ░░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | - |
Training of Lyle Wolberg
University of Michigan | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
---|---|
STERLING BANCORP, INC. (SOUTHFIELD, MI) | Finance |
Private companies | 9 |
---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
Telemus Capital LLC
Telemus Capital LLC Investment ManagersFinance Telemus Capital LLC (Telemus) is a registered investment advisor headquartered in Southfield, Michigan. The firm was founded in 2013 and is a subsidiary of Focus Operating LLC., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Telemus offers comprehensive financial advisory, investment management and asset management solutions to high net worth individuals and families, endowments and foundations, and select institutions. | Finance |
Sterling Bank & Trust, FSB
Sterling Bank & Trust, FSB Regional BanksFinance Sterling Bank & Trust, FSB operates as a chartered savings bank. It offers personal banking, home loans, business banking, commercial loans, and wealth management services. The company was founded in 1984 and is headquartered in Southfield, MI. | Finance |
Merrill Lynch & Co., Inc. | Finance |
The Children's Foundation, Inc. | |
The First Tee of Greater Detroit | |
Children’S Hospital of Michigan Foundation
Children’S Hospital of Michigan Foundation Hospital/Nursing ManagementHealth Services The Children's Hospital of Michigan Foundation is based in Detroit. The foundation operates children's hospital services. | Health Services |
Telemus Capital Partners LLC
Telemus Capital Partners LLC Investment ManagersFinance Telemus Capital Partners LLC provides objective financial advice to clients to help them plan and achieve their financial goals. The private company is based in East Lansing, MI. The company's services range from financial planning to wealth transfers, philanthropy, and education savings. The company assists clients in managing their personal balance sheets and developing asset allocation strategies that align with their objectives. | Finance |
Berkley Education Foundation | Miscellaneous |
- Stock Market
- Insiders
- Lyle Wolberg