Bio

Lynn oversees the financial and administrative functions relating to commingled funds. Her responsibilities include the review of accounting records, oversight of audit and tax return preparation, analysis of investment valuations, and examination of cash management. In addition, she oversees correspondence related to client investment transactions. Prior to joining the firm, she spent two years as a Senior Accountant at Noddings Investment Group preparing financial statements and analyzing investment profitability. Previously Lynn was with Ernst & Young LLP, where she spent two years auditing the financial statements of diverse corporations. Lynn is a member of the Investment Valuation Committee.