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Michael D. Lynch, Cfa Email & Phone Number

Senior Wealth Advisor at Citi at Citi
Location: New York, New York, United States 6 work roles 1 school
1 work email found @citigroup.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@citigroup.com
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Current company
Citi
Role
Senior Wealth Advisor at Citi
Location
New York, New York, United States
Company size
10 employees

Who is Michael D. Lynch, Cfa? Overview

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Quick answer

Michael D. Lynch, Cfa is listed as Senior Wealth Advisor at Citi at Citi, a company with 10 employees, based in New York, New York, United States. AeroLeads shows a work email signal at citigroup.com and a matched LinkedIn profile for Michael D. Lynch, Cfa.

Michael D. Lynch, Cfa previously worked as Senior Wealth Advisor at Citi and National Investment Specialist, Vice President at Citi. Michael D. Lynch, Cfa holds Bachelor Of Arts (Ba), Business/Finance from University Of Washington.

Company email context

Email format at Citi

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*@citigroup.com
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AeroLeads found 1 current-domain work email signal for Michael D. Lynch, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Michael D. Lynch, Cfa

Passionate about investments and sharing ideas. I enjoy working with internal and external partners to deliver investment content to clients. Organized and able to articulate complex investment strategies in an engaging manner. Experienced in all aspects of portfolio creation from research to creating portfolios and presentations to delivering end solutions to clients

Listed skills include Relationship Management, Investment Strategies, Business Development, Portfolio Management, and 10 others.

Current workplace

Michael D. Lynch, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Citi
Citi
Senior Wealth Advisor at Citi
Mumbai, Maharashtra
Website
citibank.com
Employees
10
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6 roles

Michael D. Lynch, Cfa work experience

A career timeline built from the work history available for this profile.

Senior Wealth Advisor

Current
Citi

New York, New York, US

Jan 2020 - Present

National Investment Specialist, Vice President

Citi

New York, New York, US

Nov 2016 - Jan 2020

Director Of Investment Strategy And Planning, Wealth Management Advisor

Ria

Co-founded a Wealth Management Firm in 2012.Advised high net worth clients for financial planning and portfolio management.Originated and manage clients from onboarding new clients to continued relationship management of existing clients.Skilled in client relationship management, portfolio management, public speaking, business planning, managing the sales.

Sep 2012 - Oct 2016

Financial Advisor

Merrill Lynch

New York, NY, US

Oct 2009 - Sep 2012

Member Services Associate

Fieldpoint Private

Greenwich, CT, US

Provided investment and product support for all wealth management clients.Assisted to build out the investment platform sourcing managers of mutual funds, ETFs, hedge funds and private equity.

Sep 2008 - Sep 2009
Team & coworkers

Colleagues at Citi

Other employees you can reach at citibank.com. View company contacts for 10 employees →

VF Valerie Flores Valerie Flores Colleague at CitiNew York City Metropolitan Area, United States, United States View → KS Karthyk S Karthyk S Colleague at CitiChennai, Tamil Nadu, India, India View → SK Shreyas Khilari Shreyas Khilari Colleague at CitiPune, Maharashtra, India, India View → AE Andrea Escobar Andrea Escobar Colleague at CitiNew York, New York, United States, United States View → AS Archana Srinivasan Pmp, Pmi-Acp, Csm Archana Srinivasan Pmp, Pmi-Acp, Csm Colleague at CitiSwitzerland, Switzerland View → VG Vicki Ghuman Vicki Ghuman Colleague at CitiLondon, England, United Kingdom, United Kingdom View → MR Michael Ricci Michael Ricci Colleague at CitiUnited States, United States View → ML Mercedes Larralde De Vilas Mercedes Larralde De Vilas Colleague at CitiFort Lauderdale, Florida, United States, United States View → KS Krithika Shankar Krithika Shankar Colleague at CitiPlano, Texas, United States, United States View → RW Richard Weintraub Richard Weintraub Colleague at CitiNew York, New York, United States, United States View →
1 education record

Michael D. Lynch, Cfa education

  • University Of Washington
    University Of Washington
    Business/Finance
FAQ

Frequently asked questions about Michael D. Lynch, Cfa

Quick answers generated from the profile data available on this page.

What company does Michael D. Lynch, Cfa work for?

Michael D. Lynch, Cfa works for Citi.

What is Michael D. Lynch, Cfa's role at Citi?

Michael D. Lynch, Cfa is listed as Senior Wealth Advisor at Citi at Citi.

What is Michael D. Lynch, Cfa's email address?

AeroLeads has found 1 work email signal at @citigroup.com for Michael D. Lynch, Cfa at Citi.

Where is Michael D. Lynch, Cfa based?

Michael D. Lynch, Cfa is based in New York, New York, United States while working with Citi.

What companies has Michael D. Lynch, Cfa worked for?

Michael D. Lynch, Cfa has worked for Citi, Ria, Merrill Lynch, Fieldpoint Private, and Lehman Brothers.

Who are Michael D. Lynch, Cfa's colleagues at Citi?

Michael D. Lynch, Cfa's colleagues at Citi include Valerie Flores, Karthyk S, Shreyas Khilari, Andrea Escobar, and Archana Srinivasan Pmp, Pmi-Acp, Csm.

How can I contact Michael D. Lynch, Cfa?

You can use AeroLeads to view verified contact signals for Michael D. Lynch, Cfa at Citi, including work email, phone, and LinkedIn data when available.

What schools did Michael D. Lynch, Cfa attend?

Michael D. Lynch, Cfa holds Bachelor Of Arts (Ba), Business/Finance from University Of Washington.

What skills is Michael D. Lynch, Cfa known for?

Michael D. Lynch, Cfa is listed with skills including Relationship Management, Investment Strategies, Business Development, Portfolio Management, Personal Financial Planning, Portfolio Construction, Project Management, and Alternative Investments.

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