Lyn joined FiduciaryVest in 2006 and serves a pivotal role as Compliance Officer and Senior Analyst. She provides clients with the benefit of more than 15 years of experience in investment field operations and compliance. Currently, Lyn supports the risk management role as it relates to SEC regulatory requirements and internal operations, which includes regulatory filings, insurance renewals, employee attestations, and process/procedure documentation.
Previously, she was a member of the investment advisory teams at Deloitte and at Arthur Andersen, providing services to both institutional and individual clients. Earlier in her career, Lyn managed portfolio accounting for an Atlanta-based investment management firm that served high-net worth clients.
Lyn graduated Summa Cum Laude with a Bachelor of Business Administration in Finance from Kennesaw State University, and is a member of the Beta Gamma Sigma Honor Society. She has also earned the IMCA Essentials of Investment Consulting Certificate and was previously Series 65 and Series 63 licensed.
Lyn routinely participates in a local compliance roundtable group and attends SEC/industry sponsored conferences, striving to keep herself well-informed. In her free time, she’s either traveling or enjoying the outdoors with friends and family.