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Samantha M

Series 65

Schererville, IN

Lyon Capital Management, LLC

Samantha Mardyla is a financial advisor at Lyon Capital Management, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Lyon Capital Management in 2026, she worked at Resmed and JPMorgan Chase, and has a background that includes roles at Boston Consulting Group and the University of Chicago Booth School of Business. Lyon Capital Management provides discretionary portfolio management and financial-planning analyses to individuals, corporate retirement plans, trusts, estates, and small businesses. The firm employs a value-contrarian investment approach combining fundamental and technical analysis across diversified portfolios, and also offers a quantitative Style Rotation ETF strategy designed primarily for tax-deferred accounts.

Active portfolio management Passive / index investing
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John L

CFA®, Series 65

Schererville, IN

Lyon Capital Management, LLC

John Lyon is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He is currently with Lyon Capital Management, LLC, where he has worked since 2023. His prior experience includes roles at Algebris Investments, Vaughan Nelson Investment Management, Sirios Capital Management, Wells Capital Management, and Ned Davis Research, Inc. Lyon Capital Management provides discretionary portfolio management and financial-planning analyses for individuals, corporate retirement plans, trusts, estates, and small businesses. The firm employs a value-contrarian investment approach combining fundamental and technical analysis and offers a Style Rotation ETF strategy alongside traditional security selection.

Active portfolio management Passive / index investing
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Douglass L

CFA®

Pittsford, NY

Lyon Capital Management, LLC

Douglass Lyon is a CFA® charterholder with 14 years of industry experience and has been with Lyon Capital Management since 1994. He is based in Pittsford, NY, and works at a firm he has been part of for over three decades. Lyon Capital Management provides discretionary portfolio management and incidental financial-planning analyses to individuals, corporate retirement plans, trusts, estates, and small businesses. The firm employs a value-contrarian investment approach using fundamental and technical analysis, constructing diversified portfolios across multiple asset classes while also offering a quantitative Style Rotation ETF strategy.

Active portfolio management Passive / index investing
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