Petterino’s

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Address
150 North Dearborn
Chicago
IL

60601
United States


Date:
Wednesday, July 25th from 5:30-7:30pm

Location:
Petterino’s Restaurant (150 North Dearborn, Randolph Street Entrance), Chicago

 

Join the Young Professionals of Chicago as we welcome Lyle LaMothe. Mr. LaMothe is the former Head of U.S. Wealth Management for Merrill Lynch where he was responsible for overseeing 23,000 professionals in 700 offices throughout the United States, entrusted with $1.5 trillion in client assets. Mr. LaMothe will speak to his experience managing a global wealth management business and the merger with Bank of America Investment Advisors during 2009 and 2010.

Tickets for this event are $22 for YPC Members and $30 for non-members. Tickets include the program and a buffet-style dinner; cash bar will also be available. Open networking will take place from 5:30-6:15pm, with the formal program starting at 6:15pm. Space is limited for this event, so be sure to register soon.   Register Here

About Lyle LaMothe: Raised in a military family, Lyle, moved a traveled a lot which served as the basis for his adapability and global appreciation. A graduate of the University of Redlands in southern California with a degree in business, Lyle was a voracious reader and was fascinated by the pride of ownership and entrepreunerial spirit. This interest led him to realize the importance of leadership and its impact on the direction and ultimate outcome of an organization.

After working as a commercial insurance agent, Lyle landed an Advisor position at Merrill Lynch in 1987.  Since then, his evolution through Merrill Lynch placed him as the Head of U.S. Wealth Management in 2008, where he was responsible for overseeing 23,000 professionals in 700 offices throughout the United States, entrusted with $1.5 trillion in client assets.  During this tumultuous international and domestic economic era, Lyle also successfully completed the merger of Bank of America Investment Advisors and Merrill Lynch Wealth Management businesses duirng 2009 and 2010, historically, one of the largest and most complex business integrations within the brokerage industry.

A trusted expert on international business and foreign affairs, Lyle maintains an active schedule of speaking engagements.  Lyle has been featured in The Wall Street Journal, Forbes, and Bloomberg.  His contributions to the profession are respectable and noteworthy.  Lyle contends, “The majority of advisors are deeply committed to assisting people with their financial needs, but their efforts have often been overshadowed by the macro challenges of the last couple of years. We need to recognize the importance of their good work and figure out more way to share their contributions with the public.

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