Profil
James Richard Lynch is the founder of Oliver Luxxe Assets LLC, a company founded in 2014.
He holds the title of Senior Portfolio Manager at Oliver Luxxe Assets LLC.
Prior to founding Oliver Luxxe Assets LLC, Mr. Lynch works at UBS Financial Services, Inc. from 2005 to 2014, where he holds the title of Senior Vice President & Senior Portfolio Manager.
Aktive Positionen von James Richard Lynch
| Unternehmen | Position | Beginn |
|---|---|---|
Oliver Luxxe Assets LLC
 Oliver Luxxe Assets LLC Investment ManagersFinance Oliver Luxxe Assets LLC (OLA) is an independent, SEC-registered investment advisor headquartered in Gladstone, New Jersey. The firm was founded by Brad Jacobson and James Lynch in 2014. OLA provides financial planning, investment consulting and investment portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities, other investment advisers and family offices. | Gründer | 01.05.2014 |
Ehemalige bekannte Positionen von James Richard Lynch
| Unternehmen | Position | Ende |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Portfolio Manager-Aktien | 01.05.2014 |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
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Beziehungen
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Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Oliver Luxxe Assets LLC
Oliver Luxxe Assets LLC Investment ManagersFinance Oliver Luxxe Assets LLC (OLA) is an independent, SEC-registered investment advisor headquartered in Gladstone, New Jersey. The firm was founded by Brad Jacobson and James Lynch in 2014. OLA provides financial planning, investment consulting and investment portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities, other investment advisers and family offices. | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
