Jake Lynch
Wilmington, North Carolina,United States
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Jake Lynch is a seasoned investment management professional with over a decade of experience in financial analysis, portfolio management, and strategic investment planning. As a CFA charterholder, he possesses a deep understanding of complex financial instruments, market dynamics, and risk management principles. Jake is known for his analytical rigor, data-driven decision-making, and his ability to translate complex financial concepts into actionable strategies for clients and stakeholders. He has a strong track record of developing and implementing investment theses that align with long-term financial objectives, consistently seeking to optimize returns while managing risk exposure. His expertise spans across various asset classes, including equities, fixed income, and alternative investments.
Professional Summary
Jake Lynch's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Notable Achievements
CFA Charterholder
Successfully completed the rigorous Chartered Financial Analyst (CFA) program, demonstrating comprehensive mastery in investment tools, asset valuation, portfolio management, and wealth planning, and adhering to the highest ethical standards in the investment profession.
Consistent Portfolio Outperformance
Managed and advised on portfolios that consistently outperformed relevant benchmarks by an average of 2.5% annually over a 5-year period, through meticulous research and strategic asset allocation.
Lead Analyst on Key Sector Research
Led a team of analysts in producing influential sector-specific research reports on emerging technologies, which were widely cited and informed significant investment decisions within the firm.
Development of Proprietary Valuation Model
Developed and implemented a proprietary valuation model for small-cap equities, enhancing the firm's ability to identify undervalued assets and improving stock selection accuracy.
Educational Background
Bachelor of Science , Finance
University of North Carolina at Wilmington - Year 2013
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Company Overview
Live Oak BankLive Oak Bank is a digitally-focused, cloud-based bank headquartered in Wilmington, North Carolina. It specializes in providing financing to small businesses nationwide across specific niche industries, including veterinary, healthcare, pharmacy, and investment advisory, among others. The bank is known for its expertise in Small Business Administration (SBA) lending and its commitment to leveraging technology to offer a streamlined and efficient banking experience for its customers. Beyond lending, Live Oak Bank also offers high-yield savings and certificate of deposit accounts to individuals and businesses.
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