Jon Lynch

Portfolio Manager-Equities at Boston Financial Management LLC

Finance

Consumer Services

Profile

Mr. Jonathan D.
Lynch, CFA, is a Managing Director at Boston Financial Management LLC.
He is also a Wealth Manager of the firm.
He provides and executes investment and wealth planning strategies for individual and family relationships.
He has extensive analytic experience covering equities in the consumer and financial sectors.
Prior to joining Boston Financial Management in 2007, Mr. Lynch worked as an Associate with Brown Brothers Harriman’s Private Client Group and Upromise Investments where he specialized in 529 College Savings Plans.
He earned a Bachelor of Arts degree in Economics at Boston College.

Jon Lynch active positions

Companies	Position	Start
Boston Financial Management LLC Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations.	Portfolio Manager-Equities	2006-12-31

All active positions of Jon Lynch

Former positions of Jon Lynch

Companies	Position	End
Ascensus Broker Dealer Services LLC Ascensus Broker Dealer Services LLC Investment ManagersFinance Part of Ascensus LLC /Private Group 1/, Upromise Investments, Inc. provides college savings administration services. The company is based in Needham, MA. The company was founded by Venkat Gaddipati. Upromise Investments was acquired by Ascensus LLC, a SUB of Ascensus LLC /Private Group 1/ from SLM Corp. on December 03, 2013.	Corporate Officer/Principal	-
Brown Brothers Harriman & Co. (Investment Management) Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds.	Corporate Officer/Principal	-

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Training of Jon Lynch

Boston College

Undergraduate Degree

Experiences
Positions held

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Inactive

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Private companies

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Connections

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Linked companies

Private companies	3
Boston Financial Management LLC Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations.	Finance
Brown Brothers Harriman & Co. (Investment Management) Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds.	Finance
Ascensus Broker Dealer Services LLC Ascensus Broker Dealer Services LLC Investment ManagersFinance Part of Ascensus LLC /Private Group 1/, Upromise Investments, Inc. provides college savings administration services. The company is based in Needham, MA. The company was founded by Venkat Gaddipati. Upromise Investments was acquired by Ascensus LLC, a SUB of Ascensus LLC /Private Group 1/ from SLM Corp. on December 03, 2013.	Finance

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