Lyn Breen is a Wealth Advisor at Retirement Income Solutions where she and other advisors manage the firm’s $2B assets under management and help 1,200 families prepare for and financially manage through retirement. She is passionate about meeting with clients, listening to their stories and developing a strong relationship to create a clear path towards their financial goals.
A nature enthusiast, you will find Lyn discovering new hiking trails with her daughter and two dogs on the weekends. She also enjoys trying as many new restaurants as she can with The Pizza Replicator pop-up as her current favorite.
Education
Fordham University
Bachelor of Arts
Experience
2016-2022
Portfolio Manager
Diamant Asset Management
2014-2016
Portfolio Administrator
Wright Investors' Service
2013-2014
Associate Wealth Management Advisor
Northwestern Mutual, "Wunder Financial"
2006-2012
Equity Trader
Newgate Capital Management, LLC