Josh Lynch Email & Phone Number
Director of Portfolio Management
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Josh Lynch Location
- San Antonio, TX, US
Josh Lynch Work
- Director of Portfolio Management @ SWBC Investment Company (January 2015 - Present)
- Investment Associate –Analyst and Portfolio Manager @ SWBC Investment Company (June 2011 - January 2015)
- Investment Advisor @ Merrill Lynch (January 2009 - January 2011)
- Business Development @ (January 2007 - January 2009)
- Department Head-Risk Management @ (January 1996 - January 2007)
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.
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Others Named Josh Lynch
Josh Lynch
Director of Portfolio Management
San Antonio, TX, US
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New Braunfels, TX, US
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