Jazz Lynch

Jazz Lynch is currently a Client Service Analyst at Sterling Capital Management LLC in Charlotte, NC, where he manages client relationships, supports account administration, and ensures high-quality service delivery for institutional and private clients. His responsibilities include responding to client inquiries, coordinating investment operations, and collaborating with portfolio managers and client advisors. Jazz contributes to the firm’s client service strategy, helping maintain the firm's reputation for tailored investment solutions.

In his role at Sterling Capital Management, Jazz is engaged primarily with multi-asset portfolios, operating across equities, fixed income, and alternative investments as part of the wealth and asset management team. He supports both institutional and high-net-worth individual clients, assisting in portfolio reporting, account onboarding, and investment guideline compliance. His background equips him to understand the needs of diverse client profiles and address both day-to-day and complex account matters.

Jazz’s career in financial services began as a Branch Office Administrator at Edward Jones, followed by a role as Wealth Management Assistant at Hughes Pittman & Gupton, LLP, where he honed skills in back-office support and wealth planning. He holds a Bachelor of Arts from the University of Arizona and an Associate's degree from Wake Technical Community College, cultivating expertise in client service, investment management processes, and regulatory compliance. Jazz’s dedication to operational efficiency and his cross-functional experience support Sterling Capital Management’s commitment to excellence in client service.