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The Founders

  • parminder8
  • Aug 25, 2021
  • 1 min read

Our clients trust the brand because of the people behind it. This is why we will be talking a little bit more about our team and founder on some of our communications.

Roberto Bernal and Jose Crespi lead Lyon Bern from San Juan (Puerto Rico) and Brickell (Miami, Florida).

The two founded Lyon Bern to ensure a unique and responsible way to assist people in the management of their investments.

Today, what many thought was a challenge has become their strength. The youth of our leadership team combined with the experience of our own advisors give us an edge as a company allowing us to understand today's economy, technologies, and opportunities with the wisdom and experience of the past.


For more about Lyon Bern go to www.lyonbern.com


 
 
 

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CONTACT US

Main Office

252 Ponce de León Ave.

City Towers Suite 1403
San Juan, PR 00918

EMAIL

info@lyonbern.com

PHONE

787-395-7325

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Disclosure:  Lyon Bern, LLC is a Registered Investment Adviser and is in the business of consulting and advising its clients in wealth and asset management. Each client's diversification between Lyon Bern's portfolios will be made individually and based on the client's Investment Policy Statement. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product referred to directly or indirectly in this document will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for your portfolio. Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from Lyon Bern, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional investment advisor. A copy of our current written investment advisory agreement discussing our advisory services and fees is available for review upon request.

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