Lachlan Bill
Financial Investment Consultant at TAMID Group at UVA | Winter Park, Florida, United States
Lachlan Bill’s Email & Phone Number
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Financial Investment Consultant at TAMID Group at UVA in September 2022 - Present
Fund Manager at TAMID Group at UVA in December 2023 - Present
Market Research Analyst at Lyons Wealth Management in May 2020 - January 2024
University of Virginia, Bachelor of Science - BS, January 2022 to January 2026
Trinity Preparatory School, High School Diploma, January 2018 to January 2022
The Wharton School, January 2021
Founded in 2009, Lyons Wealth Management is an award winning wealth management firm with a reputation for successfully helping affluent clients reach their personal financial goals. We value our fiduciary responsibility and by incorporating a financial planning based approach to advice and guidance we can execute investment strategies specifically suited to our clients' goals and future. Our team brings over 90 years of experience to our clients needs and, in that time, we have personally witnessed not only what works , but more importantly, what doesn't. Our mission is to create investment solutions that help our clients meet their long-term goals. We take great pride in complementing our investment programs with quality service and support. Conventional buy-and-hold investment strategies can fail to keep pace with the rapid globalization of economies and financial markets. We seek innovative, forward-thinking investment strategies that address the needs of the evolving investment landscape. Accordingly, Lyons Wealth applies a proactive investment management philosophy to navigate diverse market conditions.
Discover more about TAMID Group at UVAPortfolio Analyst at LWM
Portfolio Analyst at Lyons Wealth Management
(January 2023 – Present)
Executive Assistant • Administrative Support Professional • Office Manager • General Accounting Specialist • HR Coordinator • Client Relationship Management Expert
Office Manager and Executive Assistant at Lyons Wealth Management
(November 2021 – April 2024)
Executive Assistant
CBRN Specialist at US Army
(March 2015 – Present)
MBA Candidate at the Crummer School of Business
Intern at Lyons Wealth Management
(June 2022 – Present)
Providing wealth management services through Lyons Wealth Management
President at Lyons Wealth Management
(May 2015 – Present)
Sales & Marketing Specialist at Lyons Wealth Management
Sales And Marketing Specialist at Lyons Wealth Management
(Mar 2025 – Present)
What is Lachlan Bill email address?
Email Lachlan Bill at [email protected]. This email is the most updated Lachlan Bill's email found in 2026.
How to contact Lachlan Bill?
To contact Lachlan Bill send an email to [email protected].
What company does Lachlan Bill work for?
Lachlan Bill works for TAMID Group at UVA.
What is Lachlan Bill's role at TAMID Group at UVA?
Lachlan Bill is Financial Investment Consultant