Lynne Marie Lawrence

Employer firm

Mai Capital Management, LLC CRD 109807

$52.1B regulatory AUM 132 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → Present
  Mai Capital Management, Llc
  Cleveland, OH

Other Businesses

Lawrence Tile Inc. (Tile Installation) Non-investment related 6762 Glenella Drive Seven Hills, OH 44131 Vice President/Co-owner Start 1990 Hours worked per month: 5 (evenings only) for various types of paperwork (invoicing/estimates/bill pay)

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-03