Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2024 • 2023

About Kieran

Kieran Lynch is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.

As the co-founder of The Lynch Inserra Kaufman Team, Kieran guides high-net-worth individuals and multi-generational families as they pursue their wealth objectives and plan their legacies. For the past 30 years, he has successfully helped clients navigate current financial environments while preparing for unexpected challenges. He shepherds them through every phase of their financial lives, from accumulation to preservation and distribution, and has significantly impacted generations of families.

A CERTIFIED FINANCIAL PLANNER™ professional, Kieran takes a holistic approach to wealth planning. He begins by asking questions and drilling down to uncover clients' challenges and opportunities. From these inputs, Kieran crafts individualized strategies that seek to deliver on their goals. He takes pride in the personal relationships he has built with clients over the years and finds fulfillment in helping enhance their lives.

Kieran transitioned with the team to J.P. Morgan Wealth Management in 2023 after a role as a Wealth Manager at First Republic Private Wealth Management. He was previously a Senior Vice President at UBS Financial Services since 2006 after spending nearly 15 years at Smith Barney. He earned a B.B.A. in Finance and Marketing from Manhattan College.

Kieran and his wife are the parents of four children and reside in Park Ridge, NJ. He is active in his local community and gives his time to his local parish and the Bergen Irish Association, an Irish heritage organization for which he formerly served as President. In his free time, Kieran enjoys spending time with his family at their lake house in Pennsylvania, kayaking, and playing golf at the Knickerbocker Country Club in Tenafly, NJ.

Certified Financial Planner™ is a registered trademark owned by Certified Financial Planner Board of Standards, Inc.

Insights

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