Owen Lynn

About Owen Lynn

I’ve spent most of my career working in investor education, investor onboarding, and capital-raising support within the alternative investment space. In roles with Equity Trust Company, CamaPlan, and Advanta IRA, I worked closely with private equity sponsors, fund managers, and alternative investment firms while helping investors allocate capital into opportunities outside the public markets. Earlier in my career at Merrill Lynch and TD Ameritrade, I developed a strong foundation in client service, operational precision, and the discipline required to succeed in revenue-producing roles. My background combines direct investor engagement with a consistent focus on growth and capital deployment. At Equity Trust, I handled some of the highest account volumes in the company, opening and funding a large number of new accounts and working directly with investors allocating retirement capital into private investments. At CamaPlan and Advanta IRA, I regularly represented the firm through live presentations, seminars, and webinars focused on private markets. At Advanta IRA in particular, I host educational events roughly every two weeks, often speaking to audiences of several hundred investors and helping them understand how retirement capital can be deployed into private equity, real estate, and other alternative strategies. On the sponsor side, I’ve partnered with founders, executive teams, and investor relations groups to support new offerings and streamline investor onboarding. This has included reviewing fund documents such as PPMs and subscription agreements, coordinating internally to ensure smooth capital flows, and developing pitchbooks, investor decks, and marketing materials used to position investment strategies with prospective investors. What I enjoy most about investor relations is the combination of relationship building and results. I’m comfortable prospecting, presenting, and developing new investor relationships while also working closely with sponsors to help position their strategies and bring capital into their offerings. My approach centers on clear communication, strong follow-through, and building long-term investor relationships that support continued growth.

Experience

1. Business Development Executive

   Advanta IRA

   Oct 2025 — Present · Tampa, FL, US

   Developed strong relationships with private equity sponsors, facilitating discussions on IRA and retirement capital. • Educated investment firms on integrating retirement investors into their offerings, enhancing their market reach. • Presented at national conferences and webinars, sharing insights on private equity and alternative investments with large audiences.

Education

• Kent State University

  Bachelor's Degree, Business Administration and Management, General

Skills

• Sales
• Visual Identity Design
• Business Development
• Leadership
• Project Management
• Customer Service
• Entrepreneurship
• Product Management
• Visionary
• Team Leadership
• Sales Management
• Mobile Devices
• Direct Sales
• Retail
• B2b
• Management