Clinton Lynch, CFP<sup>®</sup>, CPWA<sup>®</sup>
Clinton Lynch, CFP®, CPWA®
Managing Director
Office: Boston, MA
Team: Leadership, Wealth Management

Education & Certificates

B.S., Saint Joseph’s University, Certified Financial Planner™, Certified Private Wealth Advisor®

Professional Background

I started my career in fixed income sales at Bear Stearns. From there I worked in the mutual fund industry as a wholesaler at Eaton Vance and TS Capital. I’ve been a wealth advisor for many years and have experience working with individual clients, closely held family businesses, endowments, 401k plans, and corporate stock plans.