Investment Solutions Group
Michael Lytle, CFA
Chief Investment Officer
Michael currently serves as Chief Investment Officer of StoneX Wealth Management.
Michael brings more than 20 years of experience in asset allocation and portfolio management, which most recently included serving as Managing Director with Highland Associates, an institutional investment firm managing more than $30 billion in client assets. Prior to joining Highland Associates, he worked as a fixed income portfolio manager in AmSouth Bank’s Asset Management Department.
Michael earned his Bachelor of Science from Berry College and has been a CFA charterholder since 2002. He currently serves on several advisory boards and investment committees, including Samford University Department of Economics and Baptist Foundation of Alabama. An Eagle Scout, Michael continues to be active in his community as a Scoutmaster with the Boy Scouts of America and a lacrosse coach.
Chase Woodruff, CFA
Investment Analyst
Chase currently works with the StoneX Wealth Management investment team to manage the StoneX Strategies, provide economic and market updates, and provide assistance to financial advisors. He has worked in the industry for four years, and is also a CFA charterholder.
Chase graduated in 2019 with a B.S in Financial Management. He started with StoneX by working in international settlement. At the beginning of 2022, he moved to SA Stone Wealth Management as an Investment Analyst.
Chase is originally from Orange Beach, Alabama. He enjoys diving, traveling, playing guitar, and spending time with friends.
Sarah Nilsen
Investment Analyst
Sarah Nilsen works as an Investment Analyst on the StoneX Wealth Management Investment Team. She is passionate about making investment data accessible through communication and visual design. She has worked in the industry at StoneX Wealth Management since graduating from a master’s program in 2022. Sarah holds a degree in Finance and Management from Samford University.
Marcus Williams
Investment Consultant
Marcus currently serves as the Investment Consultant for StoneX Wealth Management.
He brings a wealth of platform expertise to his financial advisors, making their success in meeting their clients' financial goals his ultimate priority. He is the primary administrator of the firm's wealth management platform (Envestnet) and other platform solutions. The team is also responsible for advisor support on investment-related topics, market commentary, and Third Party Manager Due Diligence.
Marcus graduated with a BS in Finance from the University of South Alabama and a MBA from Auburn University. In the community, he volunteers his time with Better Basics and the Dannon Project, non-profit organizations, and is an active member of the Rotaract Club of Birmingham.
