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Lynne Marie Lawrence
Membre du Comité d'Investissement chez
MAI Capital Management LLC
Profil
Ms. Lynne M.
Lawrence is a Portfolio Manager & Director at MAI Capital Management LLC.
She joined MAI in July 2016 and is a Tax Exempt Fixed Income Portfolio Manager.
She is a member of MAI's fixed income committee which is tasked with setting and implementing fixed income strategy in client portfolios.
Prior to MAI, Ms. Lawrence was a Municipal Portfolio Manager at KeyBank (formerly Victory Capital Management) for 17 years.
She earned her BA from Baldwin Wallace College and her MBA from Case Western University Weatherhead School of Management.
Postes actifs de Lynne Marie Lawrence
| Sociétés | Poste | Début |
|---|---|---|
MAI Capital Management LLC
 MAI Capital Management LLC Investment ManagersFinance MAI seeks real capital growth proportionate to the level of risk the client is willing to take. The firm uses an investor identification and profile questionnaire to document the client’s investment objectives, time horizon, risk tolerance, tax considerations, and any special considerations and/or restrictions the client chooses to place on the management of the account. They select suitable categories of investments based on the clients' attitudes about risk and their need for capital appreciation or income. MAI primarily seeks to hold securities for the longer term, especially in taxable accounts. The firm uses short-term trades and options less frequently and only when, in their judgment, they are appropriate for a particular account or given market condition. | Membre du Comité d'Investissement | 01/07/2016 |
Anciens postes connus de Lynne Marie Lawrence
| Sociétés | Poste | Fin |
|---|---|---|
KeyBanc Capital Markets, Inc.
 KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/01/1998 |
National City Bank Asset Management
 National City Bank Asset Management Major BanksFinance National City Bank Asset Management's investment management philosophy is based on active market analysis that includes close monitoring of the current economic cycle, demographics, relative prices and monetary and fiscal policies. Their investment approach consists of diversification and asset allocation, tax efficiency and fundamental research | Corporate Officer/Principal | 01/01/1997 |
Standard Oil Co.
 Standard Oil Co. Oil & Gas ProductionEnergy Minerals Explores and produces crude oil and natural gas | Corporate Officer/Principal | 01/01/1995 |
BP America, Inc.
 BP America, Inc. Integrated OilEnergy Minerals Operates as an oil & gas exploration company | Corporate Officer/Principal | - |
Victory Capital Management, Inc. (Investment Management)
 Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital-IM is a diversified global investment management firm offering a wide array of independent investment approaches and innovative solutions designed to drive better investment outcomes. | Portfolio Manager-Fixed Income | - |
Formation de Lynne Marie Lawrence
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
53
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
KeyBanc Capital Markets, Inc.
KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Victory Capital Management, Inc. (Investment Management)
Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital-IM is a diversified global investment management firm offering a wide array of independent investment approaches and innovative solutions designed to drive better investment outcomes. | Finance |
BP America, Inc.
BP America, Inc. Integrated OilEnergy Minerals Operates as an oil & gas exploration company | Energy Minerals |
National City Bank Asset Management
National City Bank Asset Management Major BanksFinance National City Bank Asset Management's investment management philosophy is based on active market analysis that includes close monitoring of the current economic cycle, demographics, relative prices and monetary and fiscal policies. Their investment approach consists of diversification and asset allocation, tax efficiency and fundamental research | Finance |
Standard Oil Co.
Standard Oil Co. Oil & Gas ProductionEnergy Minerals Explores and produces crude oil and natural gas | Energy Minerals |
Baldwin-Wallace College
 Baldwin-Wallace College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Case Western Reserve University
 Case Western Reserve University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
MAI Capital Management LLC
MAI Capital Management LLC Investment ManagersFinance MAI seeks real capital growth proportionate to the level of risk the client is willing to take. The firm uses an investor identification and profile questionnaire to document the client’s investment objectives, time horizon, risk tolerance, tax considerations, and any special considerations and/or restrictions the client chooses to place on the management of the account. They select suitable categories of investments based on the clients' attitudes about risk and their need for capital appreciation or income. MAI primarily seeks to hold securities for the longer term, especially in taxable accounts. The firm uses short-term trades and options less frequently and only when, in their judgment, they are appropriate for a particular account or given market condition. | Finance |
