Resources Supporting Your Relationship
The Investment Solutions Group
Michael Lytle, CFA
Chief Investment Officer
Michael currently serves as Chief Investment Officer of StoneX Wealth Management.
Michael brings more than 20 years of experience in asset allocation and portfolio management, which most recently included serving as Managing Director with Highland Associates, an institutional investment firm managing more than $30 billion in client assets. Prior to joining Highland Associates, he worked as a fixed income portfolio manager in AmSouth Bank’s Asset Management Department.
Michael earned his Bachelor of Science from Berry College and has been a CFA charterholder since 2002. He currently serves on several advisory boards and investment committees, including Samford University Department of Economics and Baptist Foundation of Alabama. An Eagle Scout, Michael continues to be active in his community as a Scoutmaster with the Boy Scouts of America and a lacrosse coach.
Charles Bridges
Investment Analyst
Charles joined the StoneX Wealth Solutions team in July 2025, where he supports the management of StoneX Strategies, performs due diligence on third-party managers, and assists financial advisors with investment-related analysis and implementation.
He graduated from the University of Alabama at Birmingham in December 2024, where he was an active member of the student-managed investment fund, gaining hands-on experience in portfolio management and equity research. Charles is a CFA level 2 candidate and currently holds his Series 65 license.
Marcus Williams
Investment Consultant
Marcus currently serves as the Investment Consultant for StoneX Wealth Management.
He brings a wealth of platform expertise to his financial advisors, making their success in meeting their clients' financial goals his ultimate priority. He is the primary administrator of the firm's wealth management platform (Envestnet) and other platform solutions. The team is also responsible for advisor support on investment-related topics, market commentary, and Third Party Manager Due Diligence.
Marcus graduated with a BS in Finance from the University of South Alabama and a MBA from Auburn University. In the community, he volunteers his time with Better Basics and the Dannon Project, non-profit organizations, and is an active member of the Rotaract Club of Birmingham.
