Kevin T. Lynch

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As Director – Investments, Kevin and his team provide comprehensive investment strategies and recommendations to help credit unions meet their financial objectives. With nearly 25 years of investment and consulting experience, he continues to work with credit unions nationwide, with assets ranging from $20 million to over $8 billion. Kevin joined Oppenheimer from Cantor Fitzgerald Wealth Partners where he was a partner and member of the Credit Union Asset Strategy Group. Prior to that, Kevin was a partner in the national Morgan Stanley Credit Union Group. He was also a financial analyst/managerial accountant at Justice Federal Credit Union where he oversaw all aspects of the accounting and finance department while serving on the Asset-Li...

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