This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Lynette Lewis
Council Member and Consultant at GLG Consulting

Profile

Lynette is currently a Council Member and Consultant for GLG Consulting for Financial Services North America.  Prior to this role Lynette was the Head of the North America Portfolio Consulting Group for Russell Investments.  With over 15 years of experience in the financial services industry Lynette has delivered strategic business planning and coaching to Wealth Managers in the US and Canada.  Lynette enjoyed helping Advisors build successful holistic advisory practices that are positioned for growth.

Lynette received her Bachelor of Science (Bsc.) from the University of Toronto in 1994, holds the Chartered Investment Manager (CIM) designation and the Personal Financial Planner (PFP) from the Canadian Securities Institute.  Lynette is also US securities licensed holding the FINRA Series 7 (Registered Representative), Series  24 (Principal) and 66 ( Investment Advisor Representative & Securities Agent) licenses.

Agenda Sessions

  • Let's Get Out of Our Box

    10:10am