Relationship Manager
Lyle joined CIC in November 2021 as a Relationship Manager working with Wade Austin. Prior to joining the firm, Lyle was an Overlay Portfolio Manager at Adhesion Wealth, a Unified Managed Accounts platform. He earned a bachelor’s degree in Business majoring in Finance with a concentration in financial planning from Virginia Tech’s board-registered CFP® certification education program. Lyle holds the FINRA Series 65 license.
Although Lyle is originally from Grundy, Virginia, he now calls Charlotte home. Outside of the office, he can be found playing golf or working out at a local YMCA. He is also involved with the Charlotte Hokies alumni association.