Type Of Business:
Wealth management consulting firm
Marketing Area:
International
Expertise:
Problem resolution; Financial management
Major Product/SVS:
Financial solutions for individuals, businesses and professionals; Corporate financial planning for small and mid-sized corporations; Estate planning; Retirement strategies; Banking products and services; Investment guidance
Favorite Business Publication:
The Wall Street Journal; Investors Business Daily; Forbes; Money Magazine; The New York Times; Investment News; Financial Adviser
Hobbies/Sports:
Skiing; Sailing; Golfing; Practicing the Trumpet; Kayaking; Playing Tennis; Competing in Triathlons; Spending time with his daughters; Traveling; Learning about new cultures; Viewing performances at the Metropolitan Opera and New York City Philharmonic; Going to museums in New York City
Education Degrees:
Master of Science in Financial Services, The American College, PA (1990); Bachelor of Science in Psychology and Accounting, University of Missouri, Columbia
Affiliations Awards:
President, Long Island Chapter, Registered Financial Planners; ; Finance Committee, Nassau County Boy Scouts; Finance Committee, Sagamore Yacht Club; President, 233 East Shore Plaza Condominium Board; Board of Directors, Nassau County Estate Planning Council; Deputy Mayor, Plandome Manor, NY; Assistant Treasurer, Sagamore Yacht Club; Nassau County Chairman, National Eagle Scout Association; Section Head, New York City Chapter, American Association of Individual Investors; Chairman, Metro New York Certified Fund Specialists; New York City CPA Club; Toastmasters International
Throughout the duration of your career, what was the one highlight that stood out the most?:
The highlight of his career was becoming the president of a national bank at the age of 42.
Charity:
New York City Philharmonic; North Shore Long Island Symphony; Republican Party; New York Metropolitan Opera; American Heart Association
Number Of Years In Profession:
39
Number Of Years In Current Position:
34
What Does He/She Attribute Success To:
He attributes his success to his perseverance, hard work, and the support he received from his mentor, a financial adviser named Richard Bandfield, who is now deceased.
Why did you become involved in your profession or industry?:
He became involved in his profession when a doctor in New York City advised him to become an adviser to doctors who lack a knowledge of financial management.
Extended Bio Profile:
Mr. Hyer is a former adjunct professor at Adelphi University, New York University, Pace University and Hofstra Graduate School. He has lectured on advanced financial strategies for Ernst and Young partners and managers on topics in investments and insurance in their offices in New York City, Los Angeles, Washington, D.C., and Orlando, Fla.
Position Responsibilities and Duties:
Assisting clients on investments, including financial, estate and retirement planning
Education Certifications:
Licenses in Series 7, 63, 65, 24 and 51, FINRA; Registered Investment Adviser; Registered Financial Consultant; Accredited Estate Planner; Board Certification in Asset Allocation; Certified Annuity Adviser; Certified Estate Adviser; Certified Fund Specialist; Chartered Financial Consultant; Certified Long-Term Care Specialist; Chartered Life Underwriter; Certified Senior Adviser; Certified Mutual Fund Specialist
Awards/Honors:
Eagle Scout; Winner, NYC CPA Club of Toastmaster's Speech Contest; First Place, Acorn Ponds Tennis Group; High Net, Port Washington Yacht Club Trap Shooting; First Place, GateWay, NY Triathlon
Where Will You Be In 5 Years:
In five years, Mr. Hyer hopes to grow professionally.