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About David
David Lynch is the Managing Director/Chief Investment Officer, Senior Vice President of Enterprise Wealth Management/Services. Dave joined the Enterprise Wealth Management team in May, 2024. He was with Cambridge Trust where he held the position of Chief Investment Officer, SVP since 2017. Prior to his previous tenure, he was Deputy Chief Investment Officer, Managing Partner for Athena Capital Advisors.
Dave is a CFA and graduated from Dartmouth College with a BA in Economics and obtained his MBA from Babson College. He currently resides in Concord, Massachusetts with his family.
Enterprise Wealth Management is a division of Enterprise Bank providing comprehensive wealth management, including investment management, financial planning, trust and advisory services to individual and institutional clients.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ which is awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investment products are not a Deposit, not guaranteed by Enterprise Bank, are not FDIC Insured, not Insured by any government agency, and may lose value.
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David's passion for supporting the community shines through his leadership at numerous non-profit and community organizations, including engagement as a parent-helper volunteer within his local school district. He is active in coaching youth sports which include baseball and ice hockey. Dave is a Friends of the Children - Boston supporter, serving alongside of his wife who serves as Co-chair of the Board.
For your privacy and confidentiality, please do not include any personal information such as account numbers or social security numbers.