Lynnae Brown
Senior Advisor
Lynnae is a Senior Advisor in Pathstone’s Bellevue office who serves as the main point of contact for numerous ultra-high-net-worth clients. She works directly with senior executives and directors in providing specific, customized financial solutions designed to meet clients’ individual needs, goals, and wealth objectives. Lynnae supports a variety of client relationships and provides a wide range of services, including portfolio maintenance, asset allocation, investment performance analysis, reporting, and plan implementation. In addition, as a member of Pathstone’s HerPath Committee, she seeks to empower and educate women in finance.
Prior to joining Pathstone, Lynnae worked as an Associate Client Manager at Cornerstone Advisors. She also has experience as a back-office associate at a tax firm in Valencia, California.
Lynnae earned her Bachelor’s Degree in Finance and Management at The Master’s University in Santa Clarita, CA, where she had the opportunity to serve as team captain of the women’s soccer team. She has also studied for and passed her Series 65 examination.
Activities that Lynnae enjoys outside of work include mountain biking, reading biographies, playing tennis with her husband, baking, and practicing guitar.
Group
Office
Lynnae is a Senior Advisor in Pathstone’s Bellevue office who serves as the main point of contact for numerous ultra-high-net-worth clients. She works directly with senior executives and directors in providing specific, customized financial solutions designed to meet clients’ individual needs, goals, and wealth objectives. Lynnae supports a variety of client relationships and provides a wide range of services, including portfolio maintenance, asset allocation, investment performance analysis, reporting, and plan implementation. In addition, as a member of Pathstone’s HerPath Committee, she seeks to empower and educate women in finance.
Prior to joining Pathstone, Lynnae worked as an Associate Client Manager at Cornerstone Advisors. She also has experience as a back-office associate at a tax firm in Valencia, California.
Lynnae earned her Bachelor’s Degree in Finance and Management at The Master’s University in Santa Clarita, CA, where she had the opportunity to serve as team captain of the women’s soccer team. She has also studied for and passed her Series 65 examination.
Activities that Lynnae enjoys outside of work include mountain biking, reading biographies, playing tennis with her husband, baking, and practicing guitar.
