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Sean Lynch, CFA

Sean Lynch, CFA

Portfolio Manager & Research Director

Followers of Sean Lynch, CFA430 followers
location of Sean Lynch, CFAOmaha, Nebraska, United States

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  • Timeline

  • About me

    Chief Investment Officer at Inspire Trust Co.

  • Education

    • University of Nebraska at Omaha

      1987 - 1991
      B.S.B.A. Accounting and Finance

  • Experience

    • Westchester Capital Management

      Jan 1990 - Jan 1997
      Portfolio Manager & Research Director

    • Wells Fargo Investment Institute

      Jan 1997 - Dec 2019

      • Co-Head of Global Equity Strategy

        Jan 2014 - Dec 2019

      • Senior Vice President & Managing Director, Global Equity Research & Strategy

        Jan 2014 - Dec 2019

      • Sr. Global Investment Strategist

        Jan 2010 - Jan 2014

      • Sr. Regional Investment Manager & Wealth Management Director

        Jan 1997 - Jan 2010

    • Harrison Financial Services

      Aug 2020 - Apr 2023
      Chief Investment Officer

    • Inspire Trust Company

      Apr 2023 - now
      Chief Investment Officer

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Jan 1994