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Lynne Myers Mallory
Founder at Edgewater Asset Management LLC
Profile
Ms. Lynne M.
Mallory, CFA, is a Managing Director at Edgewater Asset Management LLC.
She has experience in bonds, equities, and currencies.
As an Investment Partnerships Manager and Trustee on a number of Trusts, she understands long term investing with varying priorities.
Before starting Edgewater, she traded on Wall Street for 11 years working with financial firms Chase Manhattan Bank, Diawa Securities, Industrial Bank of Japan -- where she was the highest ranking American woman -- and Merrill Lynch.
She earned her B.A.
in Economics from Georgetown University and is a Chartered Financial Analyst.
Lynne Myers Mallory active positions
Companies | Position | Start |
---|---|---|
Edgewater Asset Management LLC
![]() Edgewater Asset Management LLC Investment ManagersFinance Edgewater Asset Management LLC (Edgewater) is an independent wealth advisory and investment management firm headquartered in Virginia Beach, Virginia. The firm was founded by Lynne Mallory and Steven Winter in 1996. Edgewater provides investment advice to individuals, families, corporations, trusts and estates. | Founder | 01/01/1996 |
Former positions of Lynne Myers Mallory
Companies | Position | End |
---|---|---|
Daiwa Securities Co., Ltd.
![]() Daiwa Securities Co., Ltd. Investment Banks/BrokersFinance Daiwa Securities Co., Ltd. engages in the business of financial instruments trading services which includes underwriting securities and its related business. It also provides the online trading, brokerage, purchase and sale of securities and acts as an agent or perform agency functions. The company was founded in 1943 and is headquartered in Tokyo, Japan. | Corporate Officer/Principal | - |
Industrial Bank of Japan Ltd. | Corporate Officer/Principal | - |
The Chase Manhattan Bank NA
![]() The Chase Manhattan Bank NA Major BanksFinance The Chase Manhattan Bank NA operates a commercial banking. It provides financial products, services, and advice, planning and treasury management services. The company is located in New York, NY. | Corporate Officer/Principal | - |
Training of Lynne Myers Mallory
Georgetown University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Edgewater Asset Management LLC
![]() Edgewater Asset Management LLC Investment ManagersFinance Edgewater Asset Management LLC (Edgewater) is an independent wealth advisory and investment management firm headquartered in Virginia Beach, Virginia. The firm was founded by Lynne Mallory and Steven Winter in 1996. Edgewater provides investment advice to individuals, families, corporations, trusts and estates. | Finance |
The Chase Manhattan Bank NA
![]() The Chase Manhattan Bank NA Major BanksFinance The Chase Manhattan Bank NA operates a commercial banking. It provides financial products, services, and advice, planning and treasury management services. The company is located in New York, NY. | Finance |
Daiwa Securities Co., Ltd.
![]() Daiwa Securities Co., Ltd. Investment Banks/BrokersFinance Daiwa Securities Co., Ltd. engages in the business of financial instruments trading services which includes underwriting securities and its related business. It also provides the online trading, brokerage, purchase and sale of securities and acts as an agent or perform agency functions. The company was founded in 1943 and is headquartered in Tokyo, Japan. | Finance |
Industrial Bank of Japan Ltd. | Finance |
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