Lynnette Ortega

Lynnette Ortega is an Associate at New York Life Investments, based in the New York City Metropolitan Area. In her current role, she supports investment teams with administrative and operational functions essential to client service and team efficiency. Her responsibilities focus on facilitating smooth operations across key asset management processes, although her public profiles do not indicate direct coverage of specific investment sectors or asset classes.

Previously, Ortega served as Senior Administrative Assistant at New York Life Investments, where she provided high-level support to senior executives and investment professionals from 2022 to early 2024. Her career also includes over a decade as Executive Assistant at SUNY Downstate Medical Center, highlighting her expertise in organizational operations and administrative leadership.

Ortega holds a bachelor’s degree in Liberal Arts and Sciences/Liberal Studies from SUNY Empire State College, complemented by studies at CUNY New York City College of Technology. While not in a direct investment or portfolio management role, her career reflects significant contributions to the efficiency and effectiveness of investment management teams at one of the industry’s prominent firms.