Rick Lyall

Director/Board Member at

John W. Bristol Equity Fund I LLC

Finance

Consumer Services

Profile

Mr. Richard E.
Lyall, CFA MBA, is a Managing Director at John W.
Bristol & Co., Inc. He is on the Board of Directors at Bristol John W Equity Fund I LLC.
Mr. Lyall worked for nine years as Principal and Portfolio Manager/Analyst at McCowan Associates before joining John W.
Bristol & Co. in 1993.
He was valedictorian at Massachusetts Maritime Academy in 1979 and received his MBA from Cornell University with honors in 1984.
He is a CFA charter holder and a Chartered Investment Counselor.

Rick Lyall active positions

Companies	Position	Start
John W. Bristol & Co., Inc. John W. Bristol & Co., Inc. Investment ManagersFinance JWB aims for superior investment returns that can be realized through long-term thinking and fundamental research. The firm focuses on investment management of portfolios to produce superior returns over the long run. In equity investing, they seek to invest in companies that possess durable competitive advantages that enable above-average long-term earnings and dividend growth. In bonds, JWB’S approach is to position against interest rate trends and to use an overlay of sector selection and individual issue research. Their turnover tends to be low.	Analyst-Fixed Income	01/01/1993
John W. Bristol Equity Fund I LLC John W. Bristol Equity Fund I LLC Financial ConglomeratesFinance Functions as investment fund	Director/Board Member	-

All active positions of Rick Lyall

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Linked companies

Private companies	4
John W. Bristol & Co., Inc. John W. Bristol & Co., Inc. Investment ManagersFinance JWB aims for superior investment returns that can be realized through long-term thinking and fundamental research. The firm focuses on investment management of portfolios to produce superior returns over the long run. In equity investing, they seek to invest in companies that possess durable competitive advantages that enable above-average long-term earnings and dividend growth. In bonds, JWB’S approach is to position against interest rate trends and to use an overlay of sector selection and individual issue research. Their turnover tends to be low.	Finance
John W. Bristol Equity Fund I LLC John W. Bristol Equity Fund I LLC Financial ConglomeratesFinance Functions as investment fund	Finance
Massachusetts Maritime Academy Massachusetts Maritime Academy Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Cornell University Cornell University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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