Client Advisory


Lynne is an Associate based in the Silicon Valley office where she manages the daily administrative operations for the office. In this role, Lynne is responsible for greeting clients and visitors, managing community spaces, and ensuring that the administrative needs of the office are met. In this role, Lynne strives to establish a welcoming environment and keep the office operating smoothly and efficiently.

Prior to joining Cerity Partners, Lynne worked as an Administrative Receptionist & Office Coordinator for B|O|S where she oversaw general office activities. Prior to B|O|S, Lynne spent over 10 years in the financial services industry, including positions with Bank of America, Morgan Stanley, and American Century Investments, gaining exposure to various functions including securities operations, trade settlements, stock transfers, and the overall maintenance of client trading records. Lynne also worked for Wachovia Securities for several years managing the office’s day-to-day operations and administration.


  • B.S. in Secretarial Science from St. Isabella College

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