LYDIAN WEALTH MANAGEMENT COMPANY, LLC of ROCKVILLE, MD is an SEC-registered investment adviser (CRD 107659). Regulatory assets under management: $5.7B.
| Name | Role | Location |
|---|---|---|
| Peterson Eric | CHIEF INVESTMENT OFFICER; VP OF INVESTMENT MANAGEMENT | Alden, IA |
| ZIER DAVID ROBERT | EXECUTIVE VICE-PRESIDENT; VP/DIRECTOR OF CONSULTING GROUP | — |
| LOCKSHIN STEVEN DAVID | CEO/DIRECTOR | — |
| PUTTERMAN ANDREW | CFO/PRESIDENT/DIRECTOR; COO/CFO/PRESIDENT; COO/CFO/PRESIDENT/DIRECTOR (+2 more) | — |
| ELLIOTT DAVID BRUCE | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER; DIRECTOR OF FINANCE | — |
| MEYER STEVEN DANIEL | VICE PRESIDENT | — |
| WILHOIT STEPHEN CARSON | DIRECTOR | — |
| ROGOZINSKI MARK | CHIEF OPERATING OFFICER | — |
| MCINTYRE JAMES | DIRECTOR | — |
| VOWINKEL BRIAN RUSSELL | VICE PRESIDENT | — |