Lyndsay Maby

Vice President

Location

Ms. Maby is a member of the private wealth team, focusing on technology strategies, reporting, and data analytics.

Prior to joining StepStone Private Wealth, Ms. Maby was the Director of Business Solutions at CNL Financial Group. In this role, Ms. Maby was responsible for leading the company’s Salesforce strategy, and partnered with the sales team on complex projects, sales strategy, and analytics.

Ms. Maby received both her undergraduate degree in Management and her MBA from the University of Central Florida. She is a Certified Salesforce Administrator.