About
William M. Lynch, CFA, is a Managing Director at Eagle Capital Management LLC in New York, where he is responsible for business development and client service. He plays a key leadership role in stewarding relationships with institutional investors, including foundations, endowments, pension plans, and high-net-worth individuals, supporting Eagle’s concentrated, bottom-up equity investment strategy.
At Eagle Capital Management, Lynch focuses on the U.S. equity markets, specifically implementing and promoting the firm’s value-oriented Eagle Equity Strategy, which targets undervalued companies positioned for long-term secular growth. His expertise allows him to articulate Eagle’s philosophy of disciplined, fundamental research-driven stock selection to sophisticated clients.
Lynch brings more than two decades of financial industry experience, having previously served as Senior Vice President of Business Development North America at KBI Global Investors and as Partner and Head of Marketing & Client Service at New Amsterdam Partners. He holds a B.S. in Accounting and Finance from the University of Delaware, underpinning his commitment to rigorous analysis and exceptional client service.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Eagle Capital Management | Managing Director | Oct 2017 to Present | — |
| KBI Global Investors | Senior Vice President Business Development North America at KBI Global Investors | Jun 2016 to Oct 2017 | — |
| New Amsterdam Partners | Partner, Head of Marketing and Client Service | May 2002 to Jun 2016 | — |
| Avatar Associates | National Account Manager | Jan 1999 to May 2002 | — |
Education
University of Delaware
Bachelor of Science (B.S.), Accounting and Finance
1992 — 1996
Immaculata H.S.
1988 — 1992
Skills & Expertise
Others at Eagle Capital Management LLC (19)
| Name | Role | Location |
|---|---|---|
| Managing Director, Head of ETF and Platform Distribution | Philadelphia, PA , United States | |
A Anne Maffei | Managing Director and Partner | New York, NY , United States |
| Chief Financial Officer and Managing Director | New York, NY , United States | |
| Managing Director | New York, NY , United States | |
| Partner and Managing Director | New York, NY , United States | |
J John Holman | MD | New York, NY , United States |
| Partner | New York, NY , United States | |
K Kenneth Ross | Executive Vice President | Metairie, LA , United States |
| President and Chief Investment Officer | Metairie, LA , United States | |
| Managing Director | New York, NY , United States |
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A Andrew Szmulewicz | Portfolio Manager - Emerging Markets | Marathon Asset Management LP | New York, NY , United States |
C Christopher Cronin | Analyst | Marathon Asset Management LP | New York, NY , United States |