Patrick Lynch
Associate, Data OperationsAs a Data Operations Associate based in our Melville, NY office, Patrick is responsible for maintaining and validating the accuracy of data sets and reporting systems for clients and advisors, specifically working with data from our portfolio and performance management systems. His analytical approach to data integrity ensures that advisors have reliable information to guide client investment decisions.
Patrick brings a unique combination of scientific rigor and financial analysis to his role. He leverages his experience as an IT consultant, applying the same methodical problem-solving skills that served him well in his undergraduate studies in animal science.
Patrick's dedication to long-term goals and attention to detail—qualities demonstrated when he walked the 500-mile Camino de Santiago pilgrimage route through Spain—translate well to the precision required in wealth management data operations. An avid animal lover, Patrick enjoys golfing and traveling in his spare time.
Education & Credentials
- BS, Clemson University, Animal and Veterinary Sciences
- MS, Clemson University, Economic Analytics
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
