Investment Specialist II @ Charles Schwab & Co, Inc.
Investment Specialist I @ Charles Schwab & Co, Inc.
Registered Broker Associate @ Chas Schwab & Co., Inc.
Customer Service Representative @ Chas Schwab & Co., Inc.
Account Executive @ L.C. Wegard & Co., Inc.
Michael Lynn's Education
Harvard Kennedy School
Executive Education
2018
The Wharton School
2021
University of Pittsburgh - Joseph M. Katz Graduate School of Business
EMBA
2011 - 2012
College for Financial Planning
AAMS, CMFC
1998 - 1998
Franklin & Marshall College
Bachelor of Arts
1989 - 1993
National Taiwan Normal University
Certificate
1992 - 1992
Shady Side Academy
Diploma
1978 - 1989
Michael Lynn's Skills
Mutual Funds
Wealth Management
Alternative Investments
Portfolio Management
Securities
Equities
Financial Planning
Asset Allocation
Series 7
Financial Advisory
Michael Lynn's Summary
Michael Lynn, based in Wexford, PA, US, is currently a Founder and President at Hampton Wealth Management Llc, bringing experience from previous roles at The Talent Group, Schwab Private Client and Charles Schwab & Co, Inc.. Michael Lynn holds a Executive Education @ Harvard Kennedy School. With a robust skill set that includes Mutual Funds, Wealth Management, Alternative Investments, Portfolio Management, Securities and more, Michael Lynn contributes valuable insights to the industry. Michael Lynn has 5 emails and 1 mobile phone number on RocketReach.