About
Adam Lynch joined Craigs Investment Partners in December 2016. Prior to the move to Gisborne, Adam worked as an Investment Adviser for Macquarie Private Wealth in Auckland and UBS Wealth Management in Honolulu, Hawaii. Adam has considerable wealth management experience in both New Zealand and the United States.
Adam enjoys partnering with clients to help manage their wealth and pursue their goals and also advises charitable trusts, trusts, organizations, and families on their investments and financial goals.
Qualifications
- Certificate of Authorisation AFA (2014)
- Bachelor of Arts (Communication Studies Major, Business Minor), University of San Diego (2002)
- Series 7 (FINRA exam in the United States)
- Series 65 (FINRA exam in the United States)
- NZX Adviser
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Disclosure Statement
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