Profil
David Stephen Lynch is currently a Member of CFA Society Boston and The Boston Economic Club, Inc. He is also the Chief Investment Officer & Senior Vice President at Cambridge Trust Co. since 2017.
In the past, Lynch worked as a Research Associate at Eaton Vance Management.
From 2004 to 2017, he served as the Managing Partner & Deputy Chief Investment Officer at Fiduciary Trust International LLC.
He also worked as a Portfolio Manager at Colorado Public Employees' Retirement Association and as an Economist at Cahners Corp.
Lynch received his undergraduate degree from Dartmouth College in 1997 and an MBA from Babson College in 2006.
Postes actifs de David Lynch
| Sociétés | Poste | Début |
|---|---|---|
The Boston Economic Club, Inc.
The Boston Economic Club, Inc. Movies/EntertainmentConsumer Services Operates economic club | Corporate Officer/Principal | - |
CFA Society Boston
CFA Society Boston CFA Society Boston is a non-profit company. 'The company is based in Boston. | Corporate Officer/Principal | - |
Anciens postes connus de David Lynch
| Sociétés | Poste | Fin |
|---|---|---|
| CAMB BANCORP | Directeur en chef des Investissements | 12/07/2024 |
Cambridge Trust Co. (Investment Management)
Cambridge Trust Co. (Investment Management) Investment ManagersFinance Cambridge Trust-IM is an active asset manager that provides comprehensive approach to asset allocation helps generate attractive risk-adjusted returns over the long term while capitalizing on short- to mid-term opportunities by overweighting/underweighting individual securities, industry sectors or geographic regions. Clients benefit from flexible and objective approach to portfolio construction and global diversification with access to a broad range of investment strategies across a variety of combinations of individual securities, specialized mutual funds and sector ETFs. | Directeur en chef des Investissements | 01/04/2024 |
Fiduciary Trust International LLC
Fiduciary Trust International LLC Investment ManagersFinance FTI’s core investment strategy is based on the endowment model, which structures fully diversified portfolios that focus on strong and sustainable risk-adjusted returns over a long-term investment horizon. The firm considers two broad factors to create an investment strategy and portfolio: client-specific investment objectives and overall market research. They implement asset allocation strategies with the use of a mix of alpha and beta instruments, such as long and short structures (i.e., hedge funds), active long-only managers, and passive investment vehicles. | Directeur en chef des Investissements | 04/10/2017 |
Colorado Public Employees' Retirement Association
Colorado Public Employees' Retirement Association Investment ManagersFinance Colorado PERA’s trust funds are invested under the direction of a board of trustees. Their investment strategy uses actuarially established asset allocation investment objectives with long-term goals and policies. Assets are diversified into domestic and international stocks, corporate, government, and international bonds, mortgages, real estate and alternative investments. The targeted strategic asset allocation is designed to provide an optimal diversification to reduce risk and maximize total rate of return relative to risk. Many of the firm’s actively managed portfolios are managed by outside sub-advisors. | Portfolio Manager-Fixed Income | - |
Cambridge Trust Co.
Cambridge Trust Co. Investment ManagersFinance Provides investment advice | Directeur en chef des Investissements | - |
Formation de David Lynch
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 11 |
|---|---|
Colorado Public Employees' Retirement Association
Colorado Public Employees' Retirement Association Investment ManagersFinance Colorado PERA’s trust funds are invested under the direction of a board of trustees. Their investment strategy uses actuarially established asset allocation investment objectives with long-term goals and policies. Assets are diversified into domestic and international stocks, corporate, government, and international bonds, mortgages, real estate and alternative investments. The targeted strategic asset allocation is designed to provide an optimal diversification to reduce risk and maximize total rate of return relative to risk. Many of the firm’s actively managed portfolios are managed by outside sub-advisors. | Finance |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance EVM invests in a wide range of financial instruments and asset classes. Their evaluation of investment alternatives places primary emphasis and reliance upon fundamental analysis of issuers of equity and debt securities; political, economic, and industry developments; money and capital market conditions, with attention to interest rate patterns; and any other factors that, in EVM’s judgment, may have an impact on the value of an investment. | Finance |
Cambridge Trust Co.
Cambridge Trust Co. Investment ManagersFinance Provides investment advice | Finance |
Fiduciary Trust International LLC
Fiduciary Trust International LLC Investment ManagersFinance FTI’s core investment strategy is based on the endowment model, which structures fully diversified portfolios that focus on strong and sustainable risk-adjusted returns over a long-term investment horizon. The firm considers two broad factors to create an investment strategy and portfolio: client-specific investment objectives and overall market research. They implement asset allocation strategies with the use of a mix of alpha and beta instruments, such as long and short structures (i.e., hedge funds), active long-only managers, and passive investment vehicles. | Finance |
Dartmouth College
Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cambridge Bancorp
Cambridge Bancorp Regional BanksFinance Operates as a bank holding company whose subsidiary provides banking services | Finance |
Cahners Corp.
Cahners Corp. Publishing: Books/MagazinesConsumer Services Publishes industry-specific magazines | Consumer Services |
Babson College
Babson College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Boston Economic Club, Inc.
The Boston Economic Club, Inc. Movies/EntertainmentConsumer Services Operates economic club | Consumer Services |
Cambridge Trust Co. (Investment Management)
Cambridge Trust Co. (Investment Management) Investment ManagersFinance Cambridge Trust-IM is an active asset manager that provides comprehensive approach to asset allocation helps generate attractive risk-adjusted returns over the long term while capitalizing on short- to mid-term opportunities by overweighting/underweighting individual securities, industry sectors or geographic regions. Clients benefit from flexible and objective approach to portfolio construction and global diversification with access to a broad range of investment strategies across a variety of combinations of individual securities, specialized mutual funds and sector ETFs. | Finance |
CFA Society Boston
CFA Society Boston CFA Society Boston is a non-profit company. 'The company is based in Boston. |
















