Public Trust Advisors, LLC
John Lynn is a seasoned finance professional with a Bachelor Degree in Business Administration - Finance from the University of North Carolina Wilmington. Currently serving as a Portfolio Analyst at Public Trust Advisors, LLC since May 2023, John previously held roles at DaVita Kidney Care as an Analyst in Operations Innovation and at Credit Suisse as an Operations Analyst, where responsibilities included creating and maintaining instrument data and enhancing processes through stakeholder collaboration. John’s earlier experience includes supporting client transitions at Envestnet | Tamarac and Schwab Performance Technologies, alongside analytical roles in equities and internship experience at Live Oak Bank focusing on loan production processes.