Emily Lynch, MBA

Emily is a Senior Principal in our Boston office. She has over a decade of experience in wealth management, dedicated to helping high net worth individuals and families achieve their financial goals through personalized, strategic guidance. She partners closely with clients and their broader advisory teams — including estate attorneys and CPAs — to deliver a comprehensive, coordinated approach to financial planning and investment management. She particularly enjoys working with multigenerational families, helping to bridge the gap, build relationships and educate the next generation.

Emily holds an MBA, Series 65 license and a Certificate in ESG Investing, reflecting her commitment to expanding her experience and helping her clients benefit from both personalized service and informed, forward-thinking advice. She lives on the North Shore of Boston with her husband and two dogs, and enjoys travelling, volunteering in her community and spending time with family.