Jon Lynch is a wealth management financial advisor based in Boston.

Jon is a wealth advisor for individuals and families. He focuses on multi-generational planning to ensure efficient transfer of wealth.

Jon was welcomed to the firm in late 2024, when Boston Financial Management (BFM) became CAPTRUST. At BFM, he was managing director and wealth manager, and previously served as research analyst covering primarily financial and consumer discretionary sectors.

He began his career at the private bank Brown Brothers Harriman as an associate in the private wealth management group. Jon earned a Bachelor of Arts degree in economics from Boston College.

When not working, Jon enjoys skiing, golf, and coaching youth sports.