Investment Officer Research Analyst, Trader 508-591-6210 firstname.lastname@example.org
Patrick M. Lynch joined Plimoth Investment Advisors in 2017 as an Investment
Analyst, Trader and was promoted to Investment Officer, Research Analyst & Trader
in 2020. He is responsible for trading activities across asset classes and performs
fundamental company research and credit analysis. He also implements investment
decisions managing client portfolios based upon their unique investment objectives.
Patrick was previously an Investment Specialist at Merrill Lynch 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
Patrick grew up in Portsmouth, RI and currently resides in Fall River, MA. He enjoys
playing basketball and golf in his spare time.