Lynne T. Dorsey BS, CFA
Lynne T. Dorsey is a Senior Director – Senior Wealth Manager in the Los Angeles office of BNY Mellon Wealth Management. As Senior Wealth Manager, Lynne works directly with clients to establish and implement portfolio strategies based on individual client objectives. Lynne has over 30 years of experience managing investments and joined BNY Mellon’s Los Angeles office in 1992. She has an extensive background in managing portfolios for financially successful individuals, families, endowments, and foundations. Prior to joining BNY Mellon, Lynne was a commodity trader for Cargill, Inc. and an investment consultant with Ameriprise.
At BNY Mellon, Lynne is active in the firm’s national practice groups focusing on Women and Family Law. She is also engaged in socially responsible and impact investing (SRI) and participates on the advisory committee for Private Wealth Management. This advisory committee provides input to SRI initiatives and investment capabilities.
Lynne holds the professional investment designation of Chartered Financial Analyst (CFA) from the CFA Institute. She is a member of the Los Angeles Society of Financial Analysts and the CFA Institute. Lynne graduated, magna cum laude, from the University of Nebraska with a BS degree in Agricultural Economics. She has been active with several charities and nonprofit organizations, including the Museum of Latin American Art, the American Cancer Society, and Real Medicine Foundation.