Lynn O’Connell, CAIA
Senior Portfolio Advisor
As a Senior Portfolio Advisor, Lynn is part of the Portfolio Advisory team in the Americas responsible for private credit and hedge fund programs, including portfolio construction, risk management and manager evaluation. She focuses on portfolio analysis and implementation, manager sourcing and selection, and supports investment processes, as well as governance management and reporting. Lynn also works on business development efforts and marketing initiatives within North America.
Prior to her current role, Lynn was a Portfolio Advisor on the US Portfolio Advisory team. Before that she was a Senior Analyst on the Operational Due Diligence team focusing on assessing the operational, business, regulatory and fraud risks of alternative investment funds.
Prior to joining Aksia in 2012, Lynn was as an Operations Associate at CION Investments (f/k/a ICON Investments), an alternative investment manager, where she supported the investment, accounting, legal and technology departments.
Lynn graduated from Binghamton University with a BS in Financial Economics. She holds the CAIA designation.
She is a member of 100 Women in Finance and was recognized as a Rising Star of Hedge Funds by Institutional Investor Magazine in 2017.