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James Lynch

Senior Managing Director @Great Point Capital Llc

Chicago, IL, US
EMAILS
j••••@greatpointcapital.com
MOBILE NUMBERS
+13•••••••25

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WORK HISTORY

Jan 2020 — Present

Senior Managing Director @Great Point Capital Llc

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

N/A

Quincy University

BA, Communications & Public Relations

SKILLS

Asset AllocationMutual FundsPortfolio ManagementHigh Net Worth IndividualsEquitiesInvestmentsFinancial PlannersWealth ManagementSeries 24Investment ManagementInvestment StrategiesAlternative InvestmentsPrivate EquitySeries 63Asset ManagementFinanceSecuritiesFinancial AdvisoryRetirement PlanningFinraInvestment AdvisoryAsset ManagmentHedge FundsFixed Income

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.

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