Lynne is a financial services executive with over 30 years of experience in wealth and asset management, trust and private placement insurance, and annuities. She has lead product development and associated strategic growth initiatives for start-up ventures within major Wall Street firms as well as Havelet Assignment Company.
Adept at complex legal structures and their practical implementation within the broader, global marketplace, Lynne has successfully built distribution in brokerage, private bank, and insurance channels in North America, the UK, and Europe.
Her former positions include: Head, Citi Private Banking Asset Management, and North American Sales. Head, Legg Mason Institutional Asset Management, US Sales Division and Regional Sales Manager, Fidelity Investments Private Trust Company.
She is a graduate of Mount Holyoke College and enjoys tennis, golf, skiing, and sailing.
Back