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Client and Corporate Services
Lynda is a Partner in our Madison Avenue New York office, where she oversees client relationship development and acquisition along the Eastern Seaboard. Lynda has more than twenty years of wealth management and financial services experience with an emphasis on portfolio management, investment advisory, and business development.
Prior to joining Cerity Partners, Lynda was a Relationship Manager for a large Registered Investor Advisor in New York, helping individual investors, small businesses, and nonprofits navigate their financial needs. Her holistic approach to wealth management and expertise has enabled her to develop meaningful relationships with an array of asset managers and broker-dealers, simplifying and creating a more positive experience for her clients. Lynda began her career at Charles Schwab & Co. as a pioneer member in the creation and development of Charles Schwab’s Private Client program. She has also worked at Fidelity as an advisor and Neuberger Berman, heading one of the firm’s key national account platforms.
Principal & Head of Digital Marketing
Principal & Director of Human Resources
Partner & Chief Operating Officer for Client Service & Development
Partner & Chief Technology Officer
Principal & Director of Training
Partner & Head of Operations
Partner & Head of Portfolio Management
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