James Lynch
Managing Director at Great Point Capital | Private Market Access | Advisor Platform Leadership
- Role
- Senior Managing Director at Great Point Capital Llc
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About James Lynch
I’m Jim Lynch, Managing Director at Great Point Capital and a long-time advocate for modernizing the independent financial services model. With a background in sales, marketing, and business development, I’ve helped transition over $1 billion in AUM to advisory platforms and recruited more than 50 financial professionals nationwide.My focus is on building scalable, advisor-first infrastructure that supports alternative investment access, institutional-grade due diligence, and meaningful sponsor relationships. Whether you’re an advisor seeking a better platform or a sponsor looking for long-term alignment, my approach is hands-on and results-driven.At Great Point, we’re committed to transforming how financial professionals deliver value. Moving beyond product menus to integrated, personalized solutions. If you believe in trust, transparency, and growth with purpose, I’d be glad to connect.
Experience
Senior Managing Director
Jan 2020 — Present · Chicago, IL, US
Based in Chicago, with additional offices throughout the states, Great Point Capital is a full-service investment firm, focused on providing investment advice, middle market investment banking and facilitating extensive trading resources nationally. The firm started as a trading operation and developed into a platform for advisors, brokers and bankers to leverage to serve investors. Great Point\'s technology and service menu was built to service high net worth individuals, families, institutions, corporate clients and professional traders.
Education
Quincy University
BA, Communications & Public Relations
Skills
- Asset Allocation
- Mutual Funds
- Portfolio Management
- High Net Worth Individuals
- Equities
- Investments
- Financial Planners
- Wealth Management
- Series 24
- Investment Management
- Investment Strategies
- Alternative Investments
- Private Equity
- Series 63
- Asset Management
- Finance
- Securities
- Financial Advisory
- Retirement Planning
- Finra
- Investment Advisory
- Asset Managment
- Hedge Funds
- Fixed Income
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