Peggy Lynn

Client Service Associate

Greenwich, CT

Customer Experience
Project Management
Relationship Management

Peggy is a Client Service Associate at The Colony Group. She provides a broad range of client services and operational support for a team of wealth advisors. She is responsible for assisting clients and advisors with their transactional account needs.

Prior to joining The Colony Group, Peggy had a diverse career in client services working in advertising, the airline industry and financial services.  Peggy worked in Investor Services in the alternatives space at U.S. Trust Bank of America for several years as well as experience with Deutsche Bank and RSM LLC.

Peggy earned her B.A. from Providence College and spent a semester in London which resulted in staying on to work there for the next five years.

Traveling, particularly European travel, brings great joy to her life, as does anything related to being in, on and around the water with her husband, friends and golden retriever Holly.