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Lyle Weintraub

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Lyle Weintraub

Wealth Management Advisor & Managing Director | Bleakley Financial Group

Howell Township, New Jersey, United States

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Lyle Weintraub

Summary

Lyle Weintraub is a seasoned Wealth Management Advisor and Managing Director at Bleakley Financial Group, recognized as a Forbes Best-In-State Wealth Advisor for New Jersey from 2022 to 2024. With over 25 years of experience in financial advisory, he specializes in comprehensive financial planning, portfolio management, and wealth accumulation strategies. Lyle's client-centric approach emphasizes building strong relationships and understanding individual financial goals, allowing him to provide tailored advice that prioritizes the best interests of his clients. His transition from Northwestern Mutual to Bleakley reflects a commitment to offering a broader array of independent financial solutions. Lyle is particularly adept at assisting corporate executives and business owners in creating multigenerational wealth and navigating complex financial landscapes. His educational background in Political Science from Rutgers University complements his analytical skills in the financial sector. Lyle's dedication to his clients is evident in his proactive and empathetic engagement style, making him a trusted partner in their financial journeys.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Lyle Weintraub

Work Experience

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Wealth Management Advisor & Managing Director at

Bleakley Financial Group

March 2020 - Present

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Wealth Management Advisor at

Northwestern Mutual

December 1996 - March 2020

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Financial Representative at

Guardian Life

September 1992 - November 1996

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Lyle Weintraub

Education

Rutgers University, Bachelor Of Arts (B.A.)

January 1988 - January 1992

Frequently Asked Questions about Lyle Weintraub

What is Lyle Weintraub email address?

Lyle Weintraub's primary email address is **************@nmfn.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 Wealth Management Advisor & Managing Director at Bleakley Financial Group, a company specializing in Functions related to depository banking.

Where Lyle Weintraub graduated from?

Lyle Weintraub holds a degree in Political Science from Rutgers University.

How can I directly contact Lyle Weintraub?

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

Who is Lyle Weintraub?

Lyle Weintraub is a seasoned Wealth Management Advisor and Managing Director at Bleakley Financial Group, recognized as a Forbes Best-In-State Wealth Advisor for New Jersey from 2022 to 2024. With over 25 years of experience in financial advisory, he specializes in comprehensive financial planning, portfolio management, and wealth accumulation strategies. Lyle's client-centric approach emphasizes building strong relationships and understanding individual financial goals, allowing him to provide tailored advice that prioritizes the best interests of his clients. His transition from Northwestern Mutual to Bleakley reflects a commitment to offering a broader array of independent financial solutions. Lyle is particularly adept at assisting corporate executives and business owners in creating multigenerational wealth and navigating complex financial landscapes. His educational background in Political Science from Rutgers University complements his analytical skills in the financial sector. Lyle's dedication to his clients is evident in his proactive and empathetic engagement style, making him a trusted partner in their financial journeys.

Lyle`s contact details

mail

**************@nmfn.com

*************@northwesternmutual.com

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

Colleagues

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Stephen Kuhn

Executive Director of Investment Policy at the Bleakley Financial Group

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Richard Zack

Chief Compliance Officer & General Counsel

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Michael Core

Executive Director of Advisor Integrations

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Cima Kyle Wesley

Chief Technology Officer

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Jesse Giunta

Chief of Staff

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Cfp John Soltis Aif

Executive Director of Supervision

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Michael Mckiernan

Managing Director at Bleakley Financial Group

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Vincent Nauheimer

Chief Operating Officer

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Nischal Pai Cfa

Managing Director, Senior Investment Strategist

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Paul Tinnirello

Chief Operating Officer

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