Bio

Valerie A. Lyle
Vice President/Investments 

Valerie is a licensed financial advisor with Stifel.  Her investment planning practice consists of charitable and endowment investment management, comprehensive investment planning, and wealth management.  Valerie has concentrated her work with nonprofit organizations since 1998.  She has over 30 years of financial services experience and studied at Robert Morris University.  Valerie has served on the boards of many regional nonprofits.  She supports many other nonprofits through financial donations and volunteerism.  Ms. Lyle holds the Series 7, 63, and 65 licenses.