Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Partner
Madison Avenue
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.
Senior Associate
Principal
Associate
Principal & Director of Human Resources
Principal & Chief Compliance Officer
Principal & Director of Technology
By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.
