Josh Lynch assumed the position of Director of Portfolio Management of SWBC Investment Services, LLC in 2014. He is responsible for managing all of the firm’s proprietary portfolios. 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. He earned the Chartered Financial Analyst (CFA®) designation and holds FINRA Series 7 and 66 licenses.