Lynne Gravelle Mosier, CFA
As Regional Director for LoringWard’s Northern California and Nevada region, Lynne helps financial advisors looking to leverage investment management, business management, and practice development services to provide an enhanced experience for their end client.
With previous engagements as Regional Director for BlackRock and Guggenheim Investments, Lynne was responsible for client engagement with financial education, portfolio construction and investment due diligence. Having worked in London and Hong Kong, she brings a global perspective. She is passionate about learning and sharing her knowledge to help clients achieve and enjoy their financial peace of mind.
Lynne holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst credentials and a Masters in Business Administration as well as the Series 7, 63 and 65 licenses.
Residing in Palo Alto, CA, she is the proud mom of two wonderful daughters and enjoys tennis, skiing, hiking and yoga.