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Lyle Weintraub

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Lyle Weintraub

Financial Representative | OnePoint BFG Wealth Partners

New Jersey, Fairfield, United States

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Lyle Weintraub

Summary

Lyle Weintraub is a highly regarded Wealth Management Advisor and Managing Director at Bleakley Financial Group, recognized as a Forbes Best-In-State Wealth Advisor for New Jersey in both 2022 and 2023. With a Bachelor of Arts in Political Science from Rutgers University, Lyle combines a strong academic background with extensive experience in financial planning and portfolio management. He emphasizes a client-centric approach, focusing on understanding individual client goals and values to foster genuine financial confidence. Prior to his current role, he served as a Financial Representative at Guardian Life and a Wealth Management Advisor at Northwestern Mutual, where he honed his skills in client retention and compliance. Lyle's dedication to his clients is evident in his methodical and empathetic approach to wealth management, making him a trusted advisor in the industry.

General

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Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

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Corporate Experience

Lyle Weintraub

Work Experience

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Wealth Management Advisor & Managing Director at

OnePoint BFG Wealth Partners

March 2020 - Present

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Lyle Weintraub

Education

Rutgers University, Bachelor of Arts (B.A.), Political Science

January 1988 - January 1992

Frequently Asked Questions about Lyle Weintraub

What is Lyle Weintraub email address?

Lyle Weintraub's primary email address is **************@bleakley.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Lyle Weintraub work for?

Lyle Weintraub is a Financial Representative at OnePoint BFG Wealth Partners.

Where Lyle Weintraub graduated from?

Lyle Weintraub holds a degree in null from Rutgers University.

How can I directly contact Lyle Weintraub?

To contact Lyle Weintraub directly, you can use the email address **************@bleakley.com. Complete contact information is available upon registration with Muraena.

Who is Lyle Weintraub?

Lyle Weintraub is a highly regarded Wealth Management Advisor and Managing Director at Bleakley Financial Group, recognized as a Forbes Best-In-State Wealth Advisor for New Jersey in both 2022 and 2023. With a Bachelor of Arts in Political Science from Rutgers University, Lyle combines a strong academic background with extensive experience in financial planning and portfolio management. He emphasizes a client-centric approach, focusing on understanding individual client goals and values to foster genuine financial confidence. Prior to his current role, he served as a Financial Representative at Guardian Life and a Wealth Management Advisor at Northwestern Mutual, where he honed his skills in client retention and compliance. Lyle's dedication to his clients is evident in his methodical and empathetic approach to wealth management, making him a trusted advisor in the industry.

Lyle`s contact details

mail

**************@bleakley.com

Colleagues

Carlos Noriega

Assistant Manager Customer Service

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Nischal Pai

Vice President - Global Investment Management

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Stephen Kuhn

Internal Wholesaler

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Michael Core

Financial Representative Intern

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Vincent Nauheimer

District Manager - Strategy, Financial Planning & Analysis CFO division

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Richard Zack

Branch Chief & Staff Attorney

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Kevin Desouza

Professional Development Committee Member

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