Lyle Simons, Senior Relationship Manager
As a Senior Relationship Manager at Persium Group, Lyle specializes in strategic planning for owners of closely-held businesses. Prior to joining Persium, Lyle gained several years of strategic financial planning and analysis experience within the finance and strategy departments of private equity-backed and publicly traded companies with global operations. He also served as a practice leader in a regional accounting firm providing business valuations, performing litigation support services, and assisting fraud and forensic investigations. He has worked in and advised clients in a wide range of industries, including manufacturing, distribution and logistics, construction, financial services, hospitality, health care, and business and personal services.
Lyle is a graduate of Georgia College, where he received his BBA, and Mercer University, where he received his MBA. He has earned the Certified Valuation Analyst (CVA®) designation.
Lyle has lived in the metro Atlanta area nearly all his life. He and his wife, Hillary, live in Sandy Springs with their three young children. With any spare time, Lyle enjoys relaxing with friends and family, cooking, playing golf, traveling, and supporting University of Georgia athletics.
ph 678.322.3000 / fax 678.322.3059
Persium Group, LLC / 2100 Riveredge Parkway, Suite 1230 / Atlanta, GA 30328
Persium Group consists of three teams: Persium Advisors — wealth management for business owners and other investors, NAVIX — exit planning for business owners, and CoVerity — serving the needs of retirement plan committees.
The Persium Group, formerly known as White Horse, is an independently owned and operated firm that was founded in 2004. In 2010, White Horse Advisors, LLC registered with the Securities and Exchange Commission as an investment adviser allowing us to operate in a product neutral, fee-only investment environment.