Patrick Michael Lynch
Analyst-Equity en Plimoth Trust Co. LLC .
Perfil
Mr. Patrick M.
Lynch is an Investment Officer, Research Analyst & Trader at Plimoth Trust Co. LLC.
He joined Plimoth Investment Advisors in 2017 as an Investment
Analyst, Trader and was promoted to the current role in 2020.
He is responsible for trading activities across asset classes and performs fundamental company research and credit analysis.
He also implements investment decisions managing client portfolios based upon their unique investment objectives.
He was previously an Investment Specialist at Merrill Lynch where he provided client education and trade execution.
He received a Bachelor of Science degree in Business Administration with a concentration in Finance from University of Richmond.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and CFA Society Providence.
Cargos activos de Patrick Michael Lynch
Empresas | Cargo | Inicio |
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Plimoth Trust Co. LLC
Plimoth Trust Co. LLC Investment ManagersFinance Plimoth Trust Co. LLC, dba Plimouth Investment Advisors (PIA), is an investment adviser headquartered in Plymouth, Massachusetts. The firm is a subsidiary of Dedham Institutions for Savings, ultimately owned by 1831 Bancorp MHC. PIA provides portfolio management across several types of accounts for both private and institutional clients. | Analyst-Equity | 01/01/2017 |
Formación de Patrick Michael Lynch.
University of Richmond | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas privadas | 1 |
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Plimoth Trust Co. LLC
Plimoth Trust Co. LLC Investment ManagersFinance Plimoth Trust Co. LLC, dba Plimouth Investment Advisors (PIA), is an investment adviser headquartered in Plymouth, Massachusetts. The firm is a subsidiary of Dedham Institutions for Savings, ultimately owned by 1831 Bancorp MHC. PIA provides portfolio management across several types of accounts for both private and institutional clients. | Finance |
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