Close

Advisor Information for CLTAX

Fund Inception07/02/2012
Name of IssuerCatalyst Mutual Funds
Fund Advisor(s)Catalyst Capital Advisors LLC
Sub-Advisor(s)Lyons Wealth Management, LLC

Fund Managers for CLTAX

Alexander Read
Portfolio Manager since 07/02/2012
Sander Read is the founder, CEO and Managing Director of Lyons Wealth Management, LLC. Previously, from 1993 to 1996, Mr. Read managed individual and institutional assets for the Private Client Group of Merrill Lynch & Co. Mr. Read is a graduate of the Phillips Exeter Academy and Lake Forest College. He holds a B.A.in Economics and French and was a James S. Kemper Scholar for business and economics. He was also a member of the Red and Black Academic Honors Society. In 2008, Mr. Read completed the Rollins College Roy E. Crummer Management Program.
Mark Zavanelli
Portfolio Manager since 06/30/2025
Mr. Zavanelli has served as a Senior Portfolio Manager of Lyons since 2024. He is also the President of Great Northern Capital (d.b.a. Lyons Investment Management), an affiliate of Lyons, since 2013. Previously, he served as President of ZPR Investment Management, and a Senior Portfolio Manager and Co-Team leader of the Main Street-branded mutual funds at Oppenheimer Funds. Mr. Zavanelli graduated from the Wharton School at the University of Pennsylvania in 1992.