Lyle Boudreaux
Consultant at LJB Wealth Partners
Houston, Texas
Overview
Work Experience
Director
2022 - Current
• Source middle market private debt/equity and strategic advisory deals, focusing on the energy, health care, and commercial real estate sectors • Lead the due diligence process, including analysis of financials • Identify and act as a liaison with funding sources
Consultant
2020
President
2012 - 2020
An independent wealth management practice that provided sophisticated, customized portfolio management and holistic financial planning services to a select group of families and individuals with over $250,000 in investable assets - always with a view to preserving and growing their net worth, as well as ensuring that their estate was passed on to the next generation in a tax-efficient manner.
Wealth Management Advisor
2007 - 2012
• Graduated from Merrill Lynch’s ultra-competitive training program during the most challenging financial environment of our generation, the 2008–2009 financial crisis • Fastest growing LOS 3+ financial advisor in the Houston Galleria office in 2011, with a 40 percent rate of production growth • Nominated by clients and named by Texas Monthly Magazine a Five Star Wealth Manager for 2011
The Rand Group is a San Francisco-based wealth management team led by Managing Director Daniella Rand.
Institutional Fixed Income Sales
2005 - 2006
• Marketed U.S. government agency bonds and SBA loans to community banks and marketed municipal bonds to both banks and high net worth individuals in Louisiana, Alabama, and Mississippi • Developed a high level of expertise in fixed income markets and the macro-economic data-flow that drives them