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Lyle Weintraub
Lyle Weintraub
Financial Representative | OnePoint BFG Wealth Partners
New Jersey, Fairfield, United States
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.
Lyle Weintraub
Work Experience
Wealth Management Advisor & Managing Director at
OnePoint BFG Wealth Partners
March 2020 - Present
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
**************@bleakley.com
Colleagues
Assistant Manager Customer Service
Vice President - Global Investment Management
Internal Wholesaler
Financial Representative Intern
District Manager - Strategy, Financial Planning & Analysis CFO division
Branch Chief & Staff Attorney
Professional Development Committee Member