Emily Lynch
    Fiduciary

    Emily Lynch

    Senior Principal

    Cerity Partners
    Massachusetts9 years experience$2M minimum

    About Emily

    Emily works out of the Boston office of Cerity Partners servicing high-net worth families. She specializes in helping clients navigate markets by making asset allocation and other investment related decisions. She works with a limited number of families and is able to provide highly customized advice and attentive service. The Cerity Partners team works with clients to align their investments with their financial plans in order to maximize their wealth and achieve their financial goals.Cerity Partners LLC ("Cerity Partners") is an SEC-registered investment adviser with office locations throughout the United States. Registration of an Investment Advisor does not imply any level of skill or training. The foregoing is limited to general information about Cerity Partners' services. You should not construe the information contained herein as personalized investment, tax, or legal advice. The information presented is subject to change without notice and should not be considered as an offer to sell or a solicitation of an offer to buy any security. Material economic conditions and/or events may affect future results. Before making any decision or taking any action.

    Areas of focus

    Credentials & background

    Education

    Fairfield University Bachelor of Science in Finance & Economics Obtained on: May 23 2013

    Clients served

    IndividualsBusiness OwnersHigh Net Worth IndividualsTech ProfessionalsMedical Professionals

    Regulatory

    • Firm CRD #151559

    The firm

    Cerity Partners
    Cerity Partners

    Here's the firm bio without any code: Our firm is a leading full-service law firm dedicated to providing exceptional legal representation and strategic counsel to a diverse range of clients, including individuals, businesses, and organizations. We are committed to achieving favorable outcomes for our clients through a combination of in-depth legal knowledge, innovative problem-solving, and a client-centered approach. Our team of experienced attorneys possesses expertise across numerous practice areas, ensuring comprehensive support for even the most complex legal challenges. We pride ourselves on our professionalism, integrity, and unwavering dedication to our clients' success.

    699 BOYLSTON STREET 10TH FLOOR BOSTON, MA 02116$130B assets under management