Vice President
Bernstein Global Wealth Management
Private Client Group

At Bernstein
Mr. Lynch is a Vice President in the Philadelphia office of Bernstein Global Wealth Management. He is responsible for advising affluent families and institutions, as well as their respective trusts, estates, foundations, endowments and pension plans. Mr. Lynch, in conjunction with Bernstein’s Wealth Management Group, works closely with his client’s trusted tax and legal advisors on all matters, including tax and estate planning, concentrated stock positions and the sale of privately held businesses.

Before Joining Bernstein
Mr. Lynch was a Senior Executive at a privately held family business.  His responsibilities included strategic planning, budgeting and analyzing revenue projections. Over the past seventeen years, Mr. Lynch has conducted business in more than eighty countries, speaks fluent Spanish and beginner level Mandarin Chinese.

Education
Mr. Lynch earned his B.A. degree in Spanish and International Business, as well as his M.B.A from Clemson University in South Carolina where he graduated with honors. While at Clemson, he was Special Teams Captain for their nationally ranked football team and a member of three Atlantic Coast Conference Championship teams.

Other Interests
Mr. Lynch lives in Lafayette Hill with his wife and two children. In his free time, his passion is golf and spending time with his family. Chuck is currently a member at Whitemarsh Valley Country Club in Lafayette Hill, Pennsylvania and a member of the alumni board at Chestnut Hill Academy. He is an active participant with many local charities and endowment committees.