March Member Meeting

Member Meeting
March 22 via Zoom

topic presented by

John Lynch

Chief Investment Officer Comerica Wealth Management

The Wake County Estate Planning Council invites you to attend the March 22 Member Meeting to be held virtually via Zoom from 12:00-1:30pm.  The member cost to attend is included in your annual membership.  Members are encouraged to invite guests to register as well.

GUEST SPEAKER: John Lynch 

John Lynch is Chief Investment Officer for Comerica Wealth Management and is responsible for investment strategy, asset allocation and portfolio management. He is also the chair of the Wealth Management Investment Policy Committee.

Mr. Lynch, a veteran of the financial services industry with more than 30 years of experience, joined Comerica after serving as chief investment strategist with LPL Financial. There he was responsible for investment strategy, economic analysis and portfolio management for the largest independent broker dealer in the United States.

He also held various roles during his tenure at Wells Fargo and Wachovia. He served as chief investment officer for the Mid-Atlantic Region of Wells Fargo Private Bank, chief equity strategist with Wells Fargo Asset Management and chief market analyst for Wachovia and Evergreen Investments.

Mr. Lynch holds a Bachelor of Arts from Villanova University and an MBA in Finance from the College of William and Mary.