Our Leadership Team

Lion Street is managed by a team of respected industry veterans. Each member of our leadership team brings unique experience and key credentials that drive growth and success for Lion Street and each of our Firms. This translates into consistently exceptional client experiences.

Executive Leadership

Firm Development and Selection

Life Insurance and Corporate & Business Solutions

Wealth Management

Board of Directors

Lion Street’s Board of Directors is served by working advisors and key leaders from Lion Street’s Firms. This rotating advisory board serves as a direct line from daily client experiences to the leadership of Lion Street. This powerful influence helps to guide important decisions regarding resources and investment.

Bob Carter

Founder and CEO

Lion Street, Inc.

Brian Murphy

Executive Director

Lion Street, Inc.

Matt Davis

Advisor-Owner

Oakmont Group

Ken DeAngelis

General Partner

Austin Ventures

Cleves Delp

Advisor-Owner

TDC Companies

Bill Payne

Advisor-Owner

PRW Wealth Management

Ron Rubin

Advisor-Owner

RFG Wealth Management

Rod Sager

Advisor-Owner

IPS Advisors