Advisors
Barnaby Levin
Partner, Managing Director
Chief Investment Officer
Barnaby is a Partner at HighTower Advisors LLC where he is Chief Investment Officer of Levin & Lyon Wealth Management. He graduated cum laude from Dartmouth College in 1978 and spent his first, post-graduate years at Triad Systems – one of Silicon Valley’s fastest-growing, high-tech startups – where he consistently lead in sales and helped senior management at over 130 companies increase profits and productivity in every aspect of their business. He opened offices in Atlanta, Miami and Los Angeles, where he was bitten by the actor’s bug and, over the next five years, began appearing on stage and daytime television in LA, New York and London. In 1987, he returned to his native Bay Area where he began his career in Financial Services. As part of Kidder, Peabody’s Private Client Group, he worked with wealthy families and senior executives of publicly traded companies, creating financial plans and allocating across all asset classes in an integrated approach that spanned personal Mission Statements, Estate Planning and Risk Management. Prior to joining HighTower in 2010, he was Director of Wealth Management at Morgan Stanley Smith Barney; a Senior Advisor in the Citi Family Office; and the Senior Portfolio Manager on Smith Barney’s largest corporate services team. He has also written numerous articles and papers regarding portfolio strategy, the markets and our rapidly changing global economy.
Since 1998, Barnaby has been affiliated with some of the country’s most highly-regarded economists and business leaders at Stanford University’s Institute of Economic Policy Research (SIEPR). In 2003, he was nominated to SIEPR’s Board of Directors, on which he continues to actively serve. For balance, he plays polo throughout Northern California and in Palm Springs and resides in Woodside with his wife Judy, two French Bulldogs and 6.5 horses.
Todd Lyon, CIMA®
Managing Director
Mr. Lyon is a Managing Director and Partner at HighTower. Mr. Lyon has over 30 years of experience in the financial services industry.
"As owners in HighTower, we believe that the model that we have joined, and that we are developing together, is the future of the wealth advisory industry."
Prior to joining HighTower, Mr. Lyon worked for Morgan Stanley since 1982.
Mr. Lyon is a member of the Investment Management Consulting Association and is a Certified Investment Management Analyst. He is also a Certified Wealth Strategist. He recently joined the University of California, Berkeley Bear Backers’ board of directors. Mr. Lyon received his BA in Political Science from the University of California, Berkeley in 1982.
Mr. Lyon lives in Marin County, California. He participates in extreme outdoor fitness training as well as skiing, golf, fly fishing and other hobbies. He is on the board of directors of the Ross Valley Lacrosse Club and he enjoys coaching youth lacrosse.
Securities licenses held: Series 7, 63 and 65
Anne Hawley
Manager, Business Development
Anne Hawley is Manager, Business Development, for Levin & Lyon Wealth Management at HighTower. She began her career with Mr. Levin at PaineWebber in 1998 and transitioned with him to Smith Barney in 2000 where they became part of the firm’s largest, most successful corporate services team. Together, they have spent the past ten years building the depth and scope of their wealth management offering, and her hard work, organization and ability to handle multiple objectives simultaneously have made a significant impact on the Team’s success.
Ms. Hawley holds a Bachelor of Arts in Economics and a minor in Business Administration from California State University, Chico. In 2005, while working full time, Anne also earned her MBA from Santa Clara University, which has proven invaluable when helping clients with analysis, strategy and the management of their personal P&L. She holds Series 7, 63, 65 securities registrations as well as her Insurance license.