James M. Lyon

Mr. Lyon serves as lead portfolio manager of Oakwood's Capital Appreciation and Large Cap Equity strategies, and on the Gilford Oakwood Equity Fund.
He also co-manages Oakwood's other equity strategies.
In addition to his portfolio management duties, Mr. Lyon serves as a member of the firm's Investment Policy Committee.
Mr. Lyon has over 16 years of experience researching, recommending and managing investments and investment strategies for institutional and private clients.
Mr. Lyon began his career with Logicon, Inc. where he was a senior treasury and finance manager.
He then joined Independent Advantage Financial (IAF), a national brokerage firm involved in the distribution of investment products such as annuities and mutual funds.
At IAF, Mr. Lyon was Executive Vice President and Chief Operating Officer, a member of the firm's Board of Directors, and was responsible for the formation and operation of IAF's investment management practice.
He then became President and Chief Investment Officer of Lyon Investment Management Company, Inc., which was later merged with Oakwood Capital Management LLC.
Active in several professional organizations, Mr. Lyon is an officer and a member of the Board of Governors of the Los Angeles Society of Financial Analysts (LASFA) and is a member of the Association for Investment Management and Research (AIMR).
He has served as Co-Director of the University of Southern California/LASFA CFAÒ Review Program.
During the last five years, he has taught Equity Securities Analysis, Financial Statement Analysis and Ethics in that program.
Mr. Lyon is the recipient of the 1996 Emerging Leadership Award from LASFA and has served as a member of the AIMR Technology Committee.