Wickliffe Lyne
Senior Principal | Wealth Advisor
- Role
- Principal Wealth Advisor at Cerity Partners
- Location
- Richmond, VA, US
- LinkedIn followers
- 500 followers
About Wickliffe Lyne
Accomplished, multidisciplinary Senior Principal and Wealth Advisor with 17 years of dynamic career experience within the financial services and wealth management sectors. Strong business acumen and vision demonstrated through complex transactional work, portfolio management, business development and investor relations coverage across multiple investment sectors and asset classes. Exceptional structuring abilities to address client and transactional requirements, possessing thorough comprehension of financial institution infrastructure and human capital necessities. Strong verbal and written communication skills, utilized in cross disciplinary collaborations necessary to achieve desired and mutually beneficial outcomes.
Experience
Principal Wealth Advisor
Aug 2020 — Present · Richmond, VA, US
In 2020, Mr. Lyne returned to Virginia to join Cerity Partners, acting as a Principal in the firm and Portfolio Manager to his clients, while building the firm\'s practice in Richmond, Virginia and more broadly within the mid-Atlantic region. Mr. Lyne holds a BA in English, with a concentration in Economics from the University of Virginia, a Juris Doctorate from the T.C. Williams School of Law at the University of Richmond, and a Masters of Business Administration from the Marshall School of Business at the University of Southern California. He additionally holds a Series 65 license.
Education
University of Virginia
Bachelor’s Degree, English Language and Literature, General
2002
University of Richmond School of Law
Juris Doctor (J.D.), Law
2008
USC Marshall School of Business
Master of Business Administration (M.B.A.), Businesss
2018
Skills
- Risk Management
- Mergers & Acquisitions
- Financial Services
- Finance
- Negotiation
- Strategic Planning
- Contract Law
- Investments
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