Josh Lynch Email & Phone Number
Director of Portfolio Management
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Josh Lynch Location
- San Antonio, TX, US
Josh Lynch Work
- 2015 -now Director of Portfolio Management @ SWBC Investment Company
- 2011 -2015 Investment Associate –Analyst and Portfolio Manager @ SWBC Investment Company
- 2009 -2011 Investment Advisor @ Merrill Lynch
- 2007 -2009 Business Development @
- 1996 -2007 Department Head-Risk Management @
Josh Lynch Education
- Florida State University
BA (History, Economics)
1990-1995
Josh Lynch Skills
- Portfolio Management
- Alternative Investments
- Wealth Management
- Securities
- Asset Allocation
- Investments
- Wealth Management Services
- Financial Services
- Insurance
- Series 63
- Wealth Accumulation
- FINRA
- Wealth
- Series 7
- Finance
- Mutual Funds
- Research
- Sales
- Project Management
- Marketing
- Financial Analysis
Josh Lynch Summary
- Josh Lynch, based in San Antonio, TX, US, is currently a Director of Portfolio Management at SWBC Investment Company. Josh Lynch brings experience from previous roles at SWBC Investment Company, Merrill Lynch, R.W. Smith & Co. and Enterprise Holdings. Josh Lynch holds a 1990 - 1995 BA in History, Economics @ Florida State University. With a robust skill set that includes Portfolio Management, Alternative Investments, Wealth Management, Securities, Asset Allocation and more. Josh Lynch has 1 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Josh Lynch?
Find contact details for 700 million professionals.
Others Named Josh Lynch
Josh Lynch
Vice President, Federal Government Relations
Washington, DC, US
Josh Lynch
Senior Manager, Product Integrity Intelligence
San Francisco, CA, US
Josh Lynch
Director of Portfolio Management
San Antonio, TX, US
Josh Lynch
Finance Director
Louisville, KY, US
Josh Lynch
Chief Operating Officer
Spring Hill, TN, US
Josh Lynch
Founder
New Braunfels, TX, US
Josh Lynch
Director of Business Operations
Havelock North, Hawke's Bay, NZ
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co