Profil
Prior to joining New Amsterdam Partners, Mr. Lynch worked for Avatar Associates where he was the National Account Manager and serviced wrap fee relationships with major wire houses and independent broker-dealers from 1999 to 2002.
From 1998 to 1999, he was a Financial Advisor at Prudential Securities.
The previous two years, he worked for Patterson Travis LLC as an associate Vice President and Investment Consultant and acquired his NASD Series 7 & 63 registrations.
Mr. Lynch received a Bachelor of Science degree in Finance from the University of Delaware in 1996.
He is a CFA Charterholder and a member of the New York Society of Security Analysts & the CFA Institute.
Anciens postes connus de William M. Lynch
| Sociétés | Poste | Fin |
|---|---|---|
Avatar Associates
 Avatar Associates Investment ManagersFinance Founded in 1970, Momentum Investment Partners LLC is a registered investment advisor located in New York City. The firm is a subsidiary of OAM Avatar LLC and their ultimate parent is Overture Asset Managers LLC. They were formerly known as Avatar Associates. Momentum Investment Partners manages assets for institutional, financial advisory, private client and wrap brokerage portfolios. | Corporate Officer/Principal | - |
| Prudential Securities | Corporate Officer/Principal | - |
New Amsterdam Partners LLC
 New Amsterdam Partners LLC Investment ManagersFinance Founded in 1986 by Michelle Clayman, New Amsterdam Partners LLC is a registered investment advisor located in New York City. The firm serves a diverse range of institutional clients, including public funds, corporate pensions, Taft-Hartley accounts, registered investment companies (mutual funds), foundations, and endowments. They also manage assets for several sponsors of wrap fee programs, as well as high net-worth individuals. | Comptroller/Controller/Auditor | 29/12/2009 |
Formation de William M. Lynch
| University of Delaware | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
New Amsterdam Partners LLC
New Amsterdam Partners LLC Investment ManagersFinance Founded in 1986 by Michelle Clayman, New Amsterdam Partners LLC is a registered investment advisor located in New York City. The firm serves a diverse range of institutional clients, including public funds, corporate pensions, Taft-Hartley accounts, registered investment companies (mutual funds), foundations, and endowments. They also manage assets for several sponsors of wrap fee programs, as well as high net-worth individuals. | Finance |
Avatar Associates
Avatar Associates Investment ManagersFinance Founded in 1970, Momentum Investment Partners LLC is a registered investment advisor located in New York City. The firm is a subsidiary of OAM Avatar LLC and their ultimate parent is Overture Asset Managers LLC. They were formerly known as Avatar Associates. Momentum Investment Partners manages assets for institutional, financial advisory, private client and wrap brokerage portfolios. | Finance |
| Prudential Securities | Finance |
