| wealth management

Jonathan D. Lynch, CFA

Managing Director
[email protected]
(617) 275-0374

Full Bio

As a Managing Director and Wealth Manager, Jon provides and executes investment and wealth planning strategies for individual and family relationships. Jon has extensive analytic experience covering equities in the consumer and financial sectors.

Jon’s experience includes being an Associate with the Private Client Group at Brown Brothers Harriman. He also worked with Upromise Investments, specializing in 529 College Savings Plans.

Jon earned a Bachelor of Arts degree in Economics at Boston College.

Industry Accreditations & Affiliations

Chartered Financial Analyst® (CFA)

CFA Institute – Member

CFA Society Boston – Member

Personal Interests

Jon enjoys skiing, golf, and fishing.