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Lynnae Brown

Advisor

    Lynnae is an Advisor in Pathstone’s Bellevue office, serving as a main point of contact for numerous high-net-worth clients. She works directly with senior executives and advisors on 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.

    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 located in Valencia, California.

    Lynnae earned her Bachelor’s Degree in Finance and Management at The Master’s University in Santa Clarita, CA. She has also studied for and passed her Series 65 examination.

    Activities that Lynnae enjoys outside of work include mountain biking, reading biographies of historical characters, playing tennis with her husband, and practicing guitar. While at her university, she also had the opportunity to serve as team captain of the women’s soccer team and grew to love leading small groups in book studies and develop meaningful relationships.

    Group

    Client Service Team

    Investment Advisory

    Office

    Bellevue, WA

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    Lynnae is an Advisor in Pathstone’s Bellevue office, serving as a main point of contact for numerous high-net-worth clients. She works directly with senior executives and advisors on 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.

    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 located in Valencia, California.

    Lynnae earned her Bachelor’s Degree in Finance and Management at The Master’s University in Santa Clarita, CA. She has also studied for and passed her Series 65 examination.

    Activities that Lynnae enjoys outside of work include mountain biking, reading biographies of historical characters, playing tennis with her husband, and practicing guitar. While at her university, she also had the opportunity to serve as team captain of the women’s soccer team and grew to love leading small groups in book studies and develop meaningful relationships.