Josh Lynch assumed the position of Director of Portfolio Management of SWBC Investment Services, LLC in 2014. He is responsible for the construction and management of the firms proprietary model portfolios. Employing a dynamic approach, Josh’s models focus on maintaining a consistent risk profile throughout a market cycle using a combination of active and passive management, while tactically repositioning and rebalancing based on forward looking market expectations for asset returns. In 2016, Josh began managing customized portfolios for financial institutions, providing a low-cost, diversified approach to Benefits Prefunding.

He began his career in risk management with a Fortune 500 company. After 11 years, Josh transitioned to financial services, joining Merrill Lynch in 2009. He joined SWBC Investment Services in 2011 as an Investment Associate, where his focus was on portfolio strategy and analysis. He also partnered with the Wealth Management team in providing customized portfolio solutions to corporations, defined benefits plans, non-profit organizations, and high net-worth individuals.

Josh is a graduate of Florida State University with a Bachelor of Arts in History and Economics. Mr. Lynch earned the Chartered Financial Analyst (CFA®) designation and holds FINRA Series 7 and 66 licenses.

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