Profile
Prior to joining Jurika, Mills and Keifer LLC, Ms. Mosiker 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.
She has a wealth of investment experience centers on client service and investment advice to individuals, institutions and industry professionals.
Ms. Mosiker 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 an MBA from the University of San Francisco in 2003.
Along with raising two beautiful daughters, she 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.
She has lived in London, Hong Kong and New York.
Former positions of Lynne Mosier
| Companies | Position | End |
|---|---|---|
Knect365 US, Inc.
 Knect365 US, Inc. Miscellaneous Commercial ServicesCommercial Services Knect365 US, Inc. provides business conferences, training, information technology, trade exhibitions and training services. It has a global network of more than 45 companies with 116 operating units that include ESI, Robbins-Gioia and Huthwaite. It organizes conferences across a number of industries, including finance, health care, marketing and new product development. The company was founded by Edward Lloyd in 1734 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
| Prudential Securities | Corporate Officer/Principal | - |
| SCHRODERS PLC | Corporate Officer/Principal | - |
Smith Barney, Inc.
 Smith Barney, Inc. Investment Banks/BrokersFinance Smith Barney, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Citigroup Global Markets Holdings, Inc. and their ultimate parent is Citigroup, Inc. The firm provides an array of trading and execution services for their clients. They do not provide any internal research | Corporate Officer/Principal | - |
Jurika, Mills & Keifer LLC
 Jurika, Mills & Keifer LLC Investment ManagersFinance Jurika Mills & Keifer LLC (JMK) is an independent investment advisory firm headquartered in Lafayette, California. The firm was initially founded in 2001 as Jurika & Associates. Their name was changed to JMK Investment Partners LLC in 2003 and then became Jurika, Mills & Keifer, LLC in 2005. JMK provides investment management and financial advisory services to a select group of individuals, families, foundations and institutions. The firm has merged with Cerity Partners LLC in 2023. | Portfolio Manager-Equities | - |
Training of Lynne Mosier
| University of San Francisco | Masters Business Admin |
| University of Denver | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| SCHRODERS PLC | Finance |
| Private companies | 4 |
|---|---|
| Prudential Securities | Finance |
Knect365 US, Inc.
Knect365 US, Inc. Miscellaneous Commercial ServicesCommercial Services Knect365 US, Inc. provides business conferences, training, information technology, trade exhibitions and training services. It has a global network of more than 45 companies with 116 operating units that include ESI, Robbins-Gioia and Huthwaite. It organizes conferences across a number of industries, including finance, health care, marketing and new product development. The company was founded by Edward Lloyd in 1734 and is headquartered in New York, NY. | Commercial Services |
Smith Barney, Inc.
Smith Barney, Inc. Investment Banks/BrokersFinance Smith Barney, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Citigroup Global Markets Holdings, Inc. and their ultimate parent is Citigroup, Inc. The firm provides an array of trading and execution services for their clients. They do not provide any internal research | Finance |
Jurika, Mills & Keifer LLC
Jurika, Mills & Keifer LLC Investment ManagersFinance Jurika Mills & Keifer LLC (JMK) is an independent investment advisory firm headquartered in Lafayette, California. The firm was initially founded in 2001 as Jurika & Associates. Their name was changed to JMK Investment Partners LLC in 2003 and then became Jurika, Mills & Keifer, LLC in 2005. JMK provides investment management and financial advisory services to a select group of individuals, families, foundations and institutions. The firm has merged with Cerity Partners LLC in 2023. | Finance |
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