Global access. Strategic solutions.

Private Wealth Management

Abstract rendering

When it comes to finances, who do you turn to? You may face financial and legal hurdles when starting a business or new career. Or personally during a separation, divorce or loss of a loved one. Our team is committed to the practice of private wealth management in its truest form: a process of deep assessment of all aspects of your and your family’s financial matters from investments to estate planning to philanthropy.

Lyle Casriel

Managing Director–Wealth Management

Private Wealth Advisor

Professional experience

  • UBS Financial Services Inc., Senior Vice President - Private Wealth Management, October 2008 - Present
  • Lehman Brothers, Associate, August 2006 - October 2008
Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Recognized as an industry leader:

  • Barron's Top 1,200 Financial Advisors, 2023, 2024
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
  • Barron’s Top 50 Private Wealth Management Teams, 2019, 2020The Barron's rating is awarded annually in April based on information from the prior year Q4.
  • Barron’s Top 100 Private Wealth Management Teams, 2021, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
  • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
  • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.A., Washington University in St. Louis
  • M.B.A., University of Southern California, Marshall School of Business

Credentials

  • Private Wealth Advisor
299 Park Avenue
26th Floor
New York, NY 10171
  • (212) 821-7066

Email Me

Wealth, from your point of view

Change your community. Change the world.

Change your community. Change the world.

Executive decisions

Executive decisions

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insights