CFP®, CPWA®, Managing Director
Clinton Lynch is a Managing Director for Apexium Financial, LP, where he is responsible for the firm’s New England region. As a Certified Financial Planner and Certified Private Wealth Advisor, he has extensive knowledge pertaining to investment management, retirement planning, taxation, insurance, and estate planning.
Clinton has over 14 years’ experience in financial services, having held various roles including fixed income sales trading at Bear Stearns and mutual funds sales at Eaton Vance. Most recently, he worked at Charles Schwab in the role of Vice President- Financial Consultant. Clinton holds a Bachelor of Finance from Saint Joseph’s University in Philadelphia and volunteers with Compassion International. In his personal time, he enjoys skeet shooting and fine dining.