• UBS

Charles B. Lynch

Managing Director

Charles B. Lynch, Jr., M.B.A., is a Managing Director at UBS, specializing in advising high net worth individuals, business owners, and non-profits. Previously, Charles served as Principal at Bernstein Private Wealth Management from 2007 to 2023 and held various senior positions in international sales and marketing at companies including Surgical Laser Technologies and SS White Burs, Inc. Charles's diverse background includes experience as an NFL player and a robust educational foundation with multiple degrees from Clemson University. In addition to extensive expertise in mergers and acquisitions, Charles has developed a strong reputation as a family office consultant and advisor in investment banking.

Location

Philadelphia, United States

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