Lyell Wealth Management has appointed Todd Shimada as a Portfolio Manager. Shimada is based at Lyell Wealth’s offices in Menlo Park, California and works with the Lyell Wealth team to deliver investment management and financial planning advice to high net worth individuals and families in the Bay Area.
Nancy Tuck, Managing Director of Lyell Wealth, says: “Todd is an investment veteran with proven skills that will benefit Lyell Wealth’s clients. He is a natural fit for our close-knit team of Silicon Valley professionals.”
Lyell Wealth was founded in May 2016 by Matt Bennitt, Jeff Berry, Kevin Connell and Nancy Tuck. The firm manages approximately USD400 million for high net worth clients across the Bay Area and beyond. The firm has no institutional affiliation and emphasises conflict-free investment management and financial and tax planning services.