Gavin Lyons, CFP®

Chief Operating Officer

Gavin Lyons
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602-279-2020

 

Gavin is a key member of the executive team at One Charles Private Wealth, providing oversight of all operational items of the firm. He takes a leadership role in building, implementing, and overseeing all the firm’s systems, processes, workflows, and procedures. Gavin also plays a critical role in helping to shape and guide the future growth and development of the organization.

Gavin grew up in the Scottsdale, Arizona area and moved to Durango, Colorado to attend college. He graduated Magna Cum Laude at Fort Lewis College where he earned a degree in finance and accounting and has since received his Certified Financial Planner (CFP®) designation. Prior to joining One Charles, he was an equity analyst at an independent investment advisory firm in Durango. Gavin currently sits on the Investment Advisory Committee for Fort Lewis College.

Primary Duties at One Charles Private Wealth

  • Leads the oversight of all operational items for the firm
  • Assures the servicing of our clients is held to a superior standard
  • Provides direct oversight of the financial reporting of our clients
  • Oversees all alternative asset administration for the firm