01c - header.jpg

premier

wealth

management

Welcome to Lightman Capital, a comprehensive wealth management firm helping affluent and ultra affluent clients protect and grow their wealth. We help clients navigate complex life, business and planning decisions through a common sense approach. We believe in foundational financial planning, and understand the complexity of emotions and decisions that comes with having wealth. Our knowledge base is extensive, and our team has over 76 years of combined experience in the financial services industry.

We believe our independence from big banks allows us a vast array of investment options from the best asset managers on Wall Street, along with the safety and security of Schwab, one of the world’s largest custodians.

EXPertiSE

We’ve brought together decades of institutional-level expertise from the world’s top private banking firms into a tightly managed, service-oriented, high touch practice.

APPROACH

We do not have a one-size fits all approach. Our solutions are truly customized given the nature of our clientele.

THE TEAM

Integrity. Trust. Knowledge.

 
 

Becky LightmaN

Founder, Lightman Capital

Becky Lightman is the Founder of Lightman Capital. She advises clients on all aspects of their wealth management strategy— including investments, credit, manager selection, retirement planning and complex trust and estate services. She helps clients navigate their investment options in a way that maximizes their ability to meet both financial and life goals and ensures thoughtful, creative, and appropriate expertise is dedicated to the relationship.

Ms. Lightman has worked at Bellwether Wall Street Firms, including UBS, Northern Trust, J.P. Morgan, and Goldman Sachs. Becky was the Director of the Southeast and Mid-Atlantic division of the Global Family Office Group at Northern Trust, dealing regularly with clients and family offices with extreme wealth. Becky has been named one of the top 40 under 40 advisors by Boca Magazine - The Best Women in Business.

​Ms. Lightman holds a B.A. in American Studies from Yale University, where she graduated cum laude. She earned her M.B.A. at the University of North Carolina at Chapel Hill and has completed additional coursework at the London School of Economics. She graduated high school from Deerfield Academy in Massachusetts. She holds Series 63, 66, and 7 licenses.

A native Floridian, Becky is a Director of the Yale Club of the Palm Beaches, a Yale admissions interviewer, and an active supporter of various community organizations.

 
 

DANNY rEICH

Founder, Banyan Global Advisors | Principal, Lightman Capital

Danny has been providing high net worth families with comprehensive wealth management services since founding his own firm in 2008. Danny uses his extensive background to deliver customized solutions to meet all client needs.

Danny began his career as a member and options trader on the Philadelphia, American, and New York stock exchanges. He then became a Proprietary Trader for DLJ’s Pershing division prior to moving to Florida. There he worked in private client services for Lehman Brothers Miami, and later became a Managing Director at Bear Stearns. Danny has been a resident of Boca Raton for 20 years and is locally involved in several community and non-profit organizations.

 
 

Katherine Ramirez

Kathy is the firm’s Chief Operating Officer and Operations Director. She is a Florida Atlantic University graduate, completing her BBA in Finance. Kathy is a lifetime Florida resident and is bilingual in Spanish. 

Prema Dayal

Financial Analyst

Prema is a financial analyst. Her responsibilities include researching investment securities and compiling portfolio reviews and reports. She completed her BBA in Finance at Florida Atlantic University with a minor in Economics and a certificate in Cybersecurity.

 

 

05 - background divider.png