Austin Lynch
CFP®
Director
Austin Lynch is an Associate Director based in Pathstone’s Washington DC office. He is part of the Pathstone team that supports some of the firm’s largest Ultra-High Net Worth clients helping provide specific, customized financial solutions based upon the client’s needs and overall wealth objectives. Specifically, Austin helps senior members of the team provide a range of services including portfolio construction, asset allocation, investment performance reporting, and tax and estate plan implementation.
Prior to entering the financial industry, Austin earned his Bachelor of Arts degree from the University of Virginia. He is a Certified Financial Planner™ professional.
In his free time, Austin enjoys playing a variety of sports including basketball, golfing, tennis, skiing, and hiking. In addition, he enjoys reading and spending time with his family.
The Certified Financial Planner™ (CFP®) is a designation awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification. The focus areas include financial planning, taxes, insurance, estate planning, and retirement saving.
Group
Certification
Office
Austin Lynch is an Associate Director based in Pathstone’s Washington DC office. He is part of the Pathstone team that supports some of the firm’s largest Ultra-High Net Worth clients helping provide specific, customized financial solutions based upon the client’s needs and overall wealth objectives. Specifically, Austin helps senior members of the team provide a range of services including portfolio construction, asset allocation, investment performance reporting, and tax and estate plan implementation.
Prior to entering the financial industry, Austin earned his Bachelor of Arts degree from the University of Virginia. He is a Certified Financial Planner™ professional.
In his free time, Austin enjoys playing a variety of sports including basketball, golfing, tennis, skiing, and hiking. In addition, he enjoys reading and spending time with his family.
The Certified Financial Planner™ (CFP®) is a designation awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification. The focus areas include financial planning, taxes, insurance, estate planning, and retirement saving.
