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 as one of the top business leaders in Florida by the South Florida Business Journal.

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 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.