Vice President Investment Officer, Director of Research 508-591-6210 plynch@pliadv.com
Patrick M. Lynch, CFA was named Vice President, Investment Officer, Director of Research
of Plimoth Investment Advisors in 2025. He directs the group’s research activities across asset classes and actively manages client portfolios. He previously served as Investment Officer, Research Analyst and Trader for the past five years after joining the firm as an Investment Analyst in 2017. Patrick was previously an Investment Specialist at Merrill Lynch for two years where he provided client education and trade execution.
Patrick received a Bachelor of Science degree in Business Administration with a concentration in Finance from University of Richmond. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society Providence.
Patrick currently serves as Treasurer of the Board of HealthFirst in Fall River, MA.
Patrick grew up in Portsmouth, RI where he currently resides. He enjoys playing basketball and golf in his spare time.