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William Lynch

William Lynch

Managing Director at Eagle Capital Management LLC

New York, NY , United States

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

OrganizationRoleDate RangeDetails
Eagle Capital ManagementManaging DirectorOct 2017 to Present
KBI Global InvestorsSenior Vice President Business Development North America at KBI Global InvestorsJun 2016 to Oct 2017
New Amsterdam PartnersPartner, Head of Marketing and Client ServiceMay 2002 to Jun 2016
Avatar AssociatesNational Account ManagerJan 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

Series 7
Hedge Funds
Closing Business
Investment Management
Alternative Investments
Asset Management
Equities
Investments
Investment Strategies
Mutual Funds
Series 63
Portfolio Management
Closing Contracts
Asset Managment
Asset Allocation
Fixed Income
Management
Wealth Management
Mathematics
ETFs
Equity Research
Group Work
Business Development
CRM
Strategy
Customer Service
Business Strategy
Microsoft Office

Others at Eagle Capital Management LLC (19)

NameRoleLocation
Ambar Bajaj
Ambar Bajaj
Managing Director, Head of ETF and Platform DistributionPhiladelphia, PA , United States
A
Anne Maffei
Managing Director and PartnerNew York, NY , United States
David Boon
David Boon
Chief Financial Officer and Managing DirectorNew York, NY , United States
Eileen Jang
Eileen Jang
Managing DirectorNew York, NY , United States
Jason Feinberg
Jason Feinberg
Partner and Managing DirectorNew York, NY , United States
J
John Holman
MDNew York, NY , United States
Jonathan Gandelman
Jonathan Gandelman
PartnerNew York, NY , United States
K
Kenneth Ross
Executive Vice PresidentMetairie, LA , United States
Mike Rohm
Mike Rohm
President and Chief Investment OfficerMetairie, LA , United States
Sam Paglia
Sam Paglia
Managing DirectorNew York, NY , United States
Showing 1-10 of 19 team members

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