Michael Lynch - BDO New York

Michael J. Lynch

Senior Wealth Manager

CFA, CFP

BDO New York - Park Avenue Office

212-817-1737

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Executive Summary

Michael Lynch is a Senior Wealth Manager for BDO Wealth Advisory in New York and New Jersey and is a member of the BDO Investment Committee. Michael’s primary responsibility is to develop customized, comprehensive, and understandable tax-aware solutions that integrate financial planning and investment management.

Prior to joining BDO, Michael was the Lead Wealth Strategist for Optimized Transitions. He also worked at Twenty-First Securities for more than a decade and structured innovative strategies that intersected capital markets, taxation, and estate planning for use with high net worth clients and owners of executive compensation. Michael was a portfolio liaison for Dr. Marty Zweig, Kayne-Anderson, and other money managers while employed by Virtus Investments

Michael has presented at various industry events on the taxation of financial products and has been quoted by Bloomberg and Seeking Alpha. Michael’s written works and contributions have been included in the Journal of Wealth Management, The Monitor and the books "Advisor for Life", "The New Managed Account Handbook” and “Advising Ultra Affluent Clients and Family Offices”

Professional Affiliations

Certified Financial Planner
CFA Charterholder

Education

B.S., Finance, University of Scranton