Mr. Roun has been with Lyons Wealth Managment since 2009 and serves as a Sr. Director of Trading and Derivatives Strategies. He's responsible for the ongoing trading and portfolio management for the firms' strategies. He is also the Chief Technology Officer and ensures that the firm’s technology needs are met and exceeded as well as ensuring that the firm is in compliance with regulations.
Mr. Roun works to ensure that client portfolios are smartly implemented as they transition into their appropriate investment plan. He has an eye for tax efficiency that leads to tax benefits during the reallocation of assets. He also interacts with clients during the early phases to ensure a seamless transition to the firm, as well as a specialized point of contact for detail specific questions. With over 15 years experience in the investment world, Mr. Roun brings a significant breadth of knowledge from his roles at the firm. Prior to his positions with Lyons Wealth Management, Mr. Roun worked in sales, marketing, technology and operational roles.
He currently has his Series 65 securities registration.