John Lyon, CFA
Owner, President & Co-Chief Investment Officer
John hails from Rochester, NY. John graduated cum laude from Colgate University in 2011 with a bachelor’s degree in history and a minor emphasis in economics. He earned an MBA from the University of Chicago Booth School of Business in 2021, graduating with honors. He is a Chartered Financial Analyst (CFA) with nearly 15 years of investment management experience.
After graduating from Colgate, John worked as an analyst with Armbruster Capital, a Rochester-based investment advisor and then for Ned Davis Research, a national investment research firm where he authored publications on the Financials sector. He acquired investment risk management experience with Analytic Investors, a Los Angeles-based quantitative asset manager. During his MBA, he interned with Sirios Capital, a Boston-based hedge fund, and Vaughan Nelson, a Chicago-based value-oriented asset manager. Most recently, John worked for Algebris, a Boston-based value-oriented asset manager where he focused on the Financials sector.
Outside of work, John enjoys weightlifting, golf, playing guitar, baseball (especially Red Sox games), hiking and traveling. He enjoys spending time with his wife Sam, their two daughters, and their three dogs. Together they support and volunteer with dog rescue organizations (such as Humane Indiana).
Doug Lyon, CFA
Founder, Vice President & Co-Chief Investment Officer
A native of Rochester, NY, Doug has provided financial management services to individuals and corporations for over 35 years. He earned a bachelor’s degree in history from Wake Forest University and an MBA from Wake Forest’s Babcock Graduate School of Management. He is a Chartered Financial Analyst.
After graduation, Doug purchased a medical services firm from a local hospital. He managed it, upgraded it, and sold it at a profit. He then moved into the investment management business as an equity analyst and portfolio manager for a local bank. He left the bank and, after a brief stint in the business consulting arena, founded Lyon Capital Management in 1994.
Outside of work Doug has been a community volunteer and board member offering his financial expertise to his church and other not-for-profit organizations. He enjoys golf and competes in local amateur tournaments. He enjoys hiking and biking and is a fan of guitar (especially blues) music.
Sam Mardyla
Head of Strategy and Operations
Sam grew up in the Chicagoland area and has a bachelor’s degree in finance from Indiana University. She earned an MBA from the University of Chicago Booth School of Business in 2021, graduating with honors. She is a Series 65-licensed Investment Adviser Representative. At Lyon Capital Management, Sam focuses on the firm’s strategy and operations, client service, and is working to expand the firm’s financial planning capabilities.
Sam brings nearly 15 years of experience in strategy, operations, and client service, with a career spanning management consulting, financial services, and healthcare. She spent a decade in consulting, including three years at Boston Consulting Group, and has held strategy roles at JPMorgan Chase, CVS Health, and Resmed. Throughout her career, she has advised organizations and senior leaders on complex strategic decisions.
Outside of work, Sam enjoys spending time with her husband, John, their two daughters, and their three dogs. She is passionate about animal welfare and dog rescue work. She is involved with the Forté Foundation (business education and leadership) and organizations serving at-risk and disabled children. Sam loves traveling, wildlife photography, and her growing orchid collection.
Kate Lyon, CFP
Financial Planner
Kate supports the firm’s staff on general projects and responds to financial planning questions as needed. She is a CERTIFIED FINANCIAL PLANNER™ professional and has been a member of the Financial Planning Association for over 15 years.
Kate was born in Milwaukee, Wisconsin and grew up in Naples, Florida. She earned a bachelor’s degree in biology from Wake Forest University. After graduation, Kate worked in the health-science and computer technology fields. In 1989, she established and successfully operated her own technical writing business, Key Compositions, Inc. In 1994, she co-founded Lyon Capital Management.
Outside of work, Kate is a dedicated and accomplished community volunteer and board member. Her focus is her faith, her family (including two beautiful granddaughters), education for at-risk and disabled children, and sheltering the homeless. In her free time, she enjoys yoga, swimming, walking, piano, and fiber arts of all kinds.
Charles Schwab & Company
Lyon Capital Management, LLC recommends clients open accounts with Charles Schwab & Co., Inc. (“Schwab”) to maintain custody of assets. Since 1987, Schwab has provided independent advisors, like Lyon Capital Management with the platform, products, programs and resources they need to serve their clients and grow their businesses efficiently and effectively. Clients who custody with Schwab have access to the Schwab Alliance service team, as well as the Schwab retail website to access their accounts. You may, but are not obligated to, select Charles Schwab & Co., Inc. or another brokerage firm to effect transactions in your account.
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