Edward M. Lynch, Jr., AIFA®

Managing Director

Ed has worked with ERISA-qualified plan sponsors and designated fiduciaries in most aspects of plan development and maintenance since the 1980s. 

In 2003, he became one of the first practitioners in the United States to complete the Accredited Investment Fiduciary Auditor, AIFA®, program of advanced studies at The Center for Fiduciary Studies (Joseph Katz School of Business, University of Pittsburgh).

In September 2008, Ed became one of the first investment advisor representatives globally to successfully complete the Center for Fiduciary Excellence (CEFEX) independent certification process for RIA services within the LPL Financial Retirement Plan Consulting Program (RPCP).

His focus in working with fiduciaries, such as pension, profit sharing and 401(k) plan sponsors and trustees of endowments and foundations, is:

  • Assessing compliance with accepted “standards of fiduciary care”

  • Review of documents, investment performance and due diligence files

  • Developing prudent review and monitoring processes for plan or trust assets

  • Assist with preparing, implementing and monitoring investment policy

  • Analyzing and developing asset allocation strategies

  • Evaluating reasonableness of fee structures and overall plan performance

He is a graduate, summa cum laude, of Gordon College in Wenham, Massachusetts.

Ed lives with his wife, Rosalin Acosta. Between them they have eight children, three and five respectively, as well as four grandchildren, three boys, and one girl.