Lyn Breen

Wealth Advisor

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

Portfolio Administrator/Equity Trader

Newgate Capital Management, LLC

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