Wealth Advisor
Current
May 2022 - Present
AeroLeads people directory · profile
Lyn Breen Email & Phone Number
Wealth Advisor
at
Retirement Income Solutions, Inc.
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 100%
Current company
Role
Wealth Advisor
Location
Ann Arbor, Michigan, United States
Company size
Who is Lyn Breen? Overview
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Quick answer
Lyn Breen is listed as Wealth Advisor at Retirement Income Solutions, Inc., a with 26 employees, based in Ann Arbor, Michigan, United States. AeroLeads shows a matched LinkedIn profile for Lyn Breen.
Lyn Breen previously worked as Portfolio Manager at Diamant Asset Management and Senior Portfolio Administrator at Diamant Investment Corporation. Lyn Breen holds Ba from Fordham University.
Company email context
Email format at Retirement Income Solutions, Inc.
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Retirement Income Solutions, Inc.
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Profile bio
About Lyn Breen
Lyn Breen is a Wealth Advisor at Retirement Income Solutions, Inc.. They possess expertise in bloomberg, hedge funds, series 7, trading, equities and 5 more skills.
Listed skills include Bloomberg, Hedge Funds, Series 7, Trading, and 6 others.
Current workplace
Lyn Breen's current company
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Retirement Income Solutions, Inc.
7 roles
Lyn Breen work experience
A career timeline built from the work history available for this profile.
Portfolio Manager
As Portfolio Manager, I serve as a key point of contact for the clients of Diamant Asset Management. I bring a superior commitment to client service and provide you with clear explanations of how your money is invested and why. I believe that this financial knowledge puts you in the best position to make smart, informed investment decisions. I work along side of the Diamant investment team creating and implementing individual investment strategies designed to help build and protect your… Show more As Portfolio Manager, I serve as a key point of contact for the clients of Diamant Asset Management. I bring a superior commitment to client service and provide you with clear explanations of how your money is invested and why. I believe that this financial knowledge puts you in the best position to make smart, informed investment decisions. I work along side of the Diamant investment team creating and implementing individual investment strategies designed to help build and protect your wealth. Together with the team, we continue to monitor the portfolios to make sure progress remains in line with your stated goals and objectives. Show less
Apr 2016 - May 2022
Senior Portfolio Administrator
Apr 2016 - Dec 2017
Portfolio Administrator
Aug 2014 - Apr 2016
Associate Wealth Management Advisor
Apr 2013 - Aug 2014
Equity Trader
Newgate Capital Management Llc
May 2006 - May 2012
Staff Accountant
Jun 2003 - Dec 2005
Team & coworkers
Colleagues at Retirement Income Solutions, Inc.
Other employees you can reach at risadvisory.com. View company contacts for 26 employees →
RH
Russ Holznagle
Colleague at Retirement Income Solutions, Inc.Ann Arbor, Michigan, United States
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BB
Brandon Brown
Colleague at Retirement Income Solutions, Inc.Manchester, Michigan, United States
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CC
Cameron Chapell
Colleague at Retirement Income Solutions, Inc.Ann Arbor, Michigan, United States
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KK
Kimberly Keith
Colleague at Retirement Income Solutions, Inc.South Lyon, Michigan, United States
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CJ
Colleen Jeruzal
Colleague at Retirement Income Solutions, Inc.South Lyon, Michigan, United States
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BC
Bobette Cianteo
Colleague at Retirement Income Solutions, Inc.Ann Arbor, Michigan, United States
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GM
Griff Mcdonald
Colleague at Retirement Income Solutions, Inc.Ann Arbor, Michigan, United States
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AT
Aaron Tanner
Colleague at Retirement Income Solutions, Inc.Ann Arbor, Michigan, United States
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AF
Amarsha F.
Colleague at Retirement Income Solutions, Inc.Ypsilanti, Michigan, United States
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JK
Joe Kettinger, Cfp®
Colleague at Retirement Income Solutions, Inc.Ann Arbor, Michigan, United States
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Russ Holznagle
Colleague at Retirement Income Solutions, Inc.Ann Arbor, Michigan, United States
View →
BB
Brandon Brown
Colleague at Retirement Income Solutions, Inc.Manchester, Michigan, United States
View →
CC
Cameron Chapell
Colleague at Retirement Income Solutions, Inc.Ann Arbor, Michigan, United States
View →
KK
Kimberly Keith
Colleague at Retirement Income Solutions, Inc.South Lyon, Michigan, United States
View →
CJ
Colleen Jeruzal
Colleague at Retirement Income Solutions, Inc.South Lyon, Michigan, United States
View →
BC
Bobette Cianteo
Colleague at Retirement Income Solutions, Inc.Ann Arbor, Michigan, United States
View →
GM
Griff Mcdonald
Colleague at Retirement Income Solutions, Inc.Ann Arbor, Michigan, United States
View →
AT
Aaron Tanner
Colleague at Retirement Income Solutions, Inc.Ann Arbor, Michigan, United States
View →
AF
Amarsha F.
Colleague at Retirement Income Solutions, Inc.Ypsilanti, Michigan, United States
View →
JK
Joe Kettinger, Cfp®
Colleague at Retirement Income Solutions, Inc.Ann Arbor, Michigan, United States
View →
1 education record
Lyn Breen education
FAQ
Frequently asked questions about Lyn Breen
Quick answers generated from the profile data available on this page.
What company does Lyn Breen work for?
Lyn Breen works for Retirement Income Solutions, Inc..
What is Lyn Breen's role at Retirement Income Solutions, Inc.?
Lyn Breen is listed as Wealth Advisor at Retirement Income Solutions, Inc..
Where is Lyn Breen based?
Lyn Breen is based in Ann Arbor, Michigan, United States while working with Retirement Income Solutions, Inc..
What companies has Lyn Breen worked for?
Lyn Breen has worked for Retirement Income Solutions, Inc., Diamant Asset Management, Diamant Investment Corporation, Wright Investors' Service, and Northwestern Mutual.
Who are Lyn Breen's colleagues at Retirement Income Solutions, Inc.?
Lyn Breen's colleagues at Retirement Income Solutions, Inc. include Russ Holznagle, Brandon Brown, Cameron Chapell, Kimberly Keith, and Colleen Jeruzal.
How can I contact Lyn Breen?
You can use AeroLeads to view verified contact signals for Lyn Breen at Retirement Income Solutions, Inc., including work email, phone, and LinkedIn data when available.
What schools did Lyn Breen attend?
Lyn Breen holds Ba from Fordham University.
What skills is Lyn Breen known for?
Lyn Breen is listed with skills including Bloomberg, Hedge Funds, Series 7, Trading, Equities, Asset Management, Wealth Management, and Fixed Income.
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