Lynne Mosier leads Jurika, Mills & Keifer’s advisory practice and works directly with the firms financial advisory clients.

Lynne’s 16 years of investment experience centers on client service and investment advice to individuals, institutions and industry professionals.

At Jurika, Mills and Keifer LLC, Lynne combines her technical expertise and interpersonal skills to help clients clarify their current financial situation, needs, and goals, and to implement effective solutions. Her focus includes client education, investment seminars and a specialty with women and wealth management.

Lynne has lived in London, Hong Kong and New York and held senior positions at Schroders PLC, Smith Barney, Prudential Securities and The Institute for International Research. Her responsibilities included developing cohesive investment policies, determining effective asset allocations, conducting thorough asset manager due diligence, and providing comprehensive performance monitoring. Additionally, she has designed and implemented seminars focusing on financial education for individuals and industry professionals, as well as, workshops on empowering women and their relationship with money.

Lynne holds a Bachelor of Business Administration and Business Science from the University of Denver. She earned her designation as a Chartered Financial Analyst in 1999 and her MBA from the University of San Francisco in 2003. Along with raising two beautiful daughters, Lynne is a passionate student of yoga and Eastern philosophy, an avid skier, a budding surfer and an enthusiastic philanthropic investor in the Global Fund for Women and The Pachamama Alliance.