David Lynch, CFA

Senior Vice President, Chief Investment Officer

David Lynch is a Senior Vice President and the Chief Investment Officer at Cambridge Trust.

Mr. Lynch leads the Cambridge Trust investment team with an emphasis on asset allocation and portfolio construction to meet client goals. The investment team internally manages custom strategies of single-name stocks and bonds that are supplemented with external managers and diversifying asset classes. He is a collaborative leader who leverages the strength of all of Cambridge Trust's investment management resources to further benefit client investment portfolios.

David has more than 20 years of experience in global markets. Prior to joining Cambridge Trust, he was Managing Partner and Deputy Chief Investment Officer at Athena Capital where he led the firm’s investment management effort across both public and private markets for high net worth families, foundations and endowments. Prior to Athena Capital, Mr. Lynch served as portfolio manager for emerging markets fixed income at Colorado PERA, the state pension fund. Earlier in his career, he was a research associate at Eaton Vance Management in Boston and an economist at Cahners Economics.

Mr. Lynch earned an MBA from Franklin W. Olin Graduate School of Business at Babson College and a BA from Dartmouth College. He holds the Chartered Financial Analyst® designation and is a member of the Boston Economic Club and the CFA Society of Boston. He is also the co-author of “Social Finance and the Postmodern Portfolio: Theory & Practice,” published in The Journal of Wealth Management (Spring 2016).
David connects to the community through volunteering and philanthropy centering around children and families. He has extensive experience coaching youth hockey, is an avid fly fisherman and enjoys a variety of outdoor activities.