![](http://dynl.mktgcdn.com/p/ur6XkfeVXt_AD2ERkZaCy-9oqUf6b3B9CafE4Y3egLQ/1900x1900.jpg)
Kieran LynchKieran Lynch, CFP®Executive DirectorWealth Advisor
Awards and Industry Recognition
![](http://dynl.mktgcdn.com/p/zDaQjSe_c_ucZgeB_lP-_h1UwlMacg8_7Wmi6cxAe7o/600x320.png)
Forbes
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
![](http://dynl.mktgcdn.com/p/_xI-vODMwTYQzzdqxIqzrO8ZYUJmmDCP8YMmIewRVjQ/1440x810.jpg)
How did the markets respond to the U.S. Presidential debate?
September 13, 2024We examine shifts in U.S. election odds and financial markets after the first Trump–Harris meeting.Read Now![](http://dynl.mktgcdn.com/p/TUeN252P8T_LJCubOhpsNHPdjAJt7F5CvvXpNbLeYrY/1440x810.jpg)
Business succession planning: Valuing your business
September 12, 2024Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now![](http://dynl.mktgcdn.com/p/oOAOTRbm22H190Qz_J_fDUwA9z4cgUt1ahFzahwRk-w/1440x810.jpg)
August 2024 CPI Report: Inflation cooled, edging closer to the Fed's target
September 12, 2024The August 2024 CPI report moderated to 2.5% year-over-year, cementing the likelihood that the Fed will begin cutting rates next week.Read Now![](http://dynl.mktgcdn.com/p/AO3LcjBRBFXGj7hNcPDvdjuKGHpW3RU9QQPnNqKKGmM/1440x810.jpg)
Retirement and estate planning for unmarried couples
September 12, 2024Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now![](http://dynl.mktgcdn.com/p/X16jgksWbTNzaZHIz2og5O5LSu3v8Gpn0oiSGLNKu-U/1440x810.jpg)
Protecting estate plans from hostile family members may be advisable
September 11, 2024LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read Now![](http://dynl.mktgcdn.com/p/ADO47PJl5Y50leaaCS4pQUb_imRY5uXGBTqb-bxqTAw/1440x810.jpg)
The duties of a trustee
September 11, 2024There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now![](http://dynl.mktgcdn.com/p/5ZNxHGKa8PxBEyWJcW9Ynt28wgHF_Gvw7iIWpw9PvnA/1440x810.jpg)
August 2024 Jobs Report: 142,000 jobs added, an acceleration from July
September 9, 2024U.S. job growth accelerated in August, solidifying the case for a September interest rate cut from the Federal Reserve.Read Now![](http://dynl.mktgcdn.com/p/l6QhxuV4YnT2L9Df1WtuI3F8-wqEMArG4gy6laS4Y_w/1440x810.jpg)
A tale of two markets: Divergence amid the post–Labor Day sell-off
September 6, 2024This week, AI underperformed while fixed income shined. Here's our take on a week of volatile market moves.Read Now![](http://dynl.mktgcdn.com/p/cVUd6--VIRK1ceLbmSc_iJ_-WIqrIAl-FRYmx0bk6JU/1440x810.jpg)
Mind your business: How to keep your company cyber secure
September 5, 2024Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read Now![](http://dynl.mktgcdn.com/p/_xI-vODMwTYQzzdqxIqzrO8ZYUJmmDCP8YMmIewRVjQ/1440x810.jpg)
How did the markets respond to the U.S. Presidential debate?
September 13, 2024We examine shifts in U.S. election odds and financial markets after the first Trump–Harris meeting.Read Now![](http://dynl.mktgcdn.com/p/TUeN252P8T_LJCubOhpsNHPdjAJt7F5CvvXpNbLeYrY/1440x810.jpg)
Business succession planning: Valuing your business
September 12, 2024Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now![](http://dynl.mktgcdn.com/p/oOAOTRbm22H190Qz_J_fDUwA9z4cgUt1ahFzahwRk-w/1440x810.jpg)
August 2024 CPI Report: Inflation cooled, edging closer to the Fed's target
September 12, 2024The August 2024 CPI report moderated to 2.5% year-over-year, cementing the likelihood that the Fed will begin cutting rates next week.Read Now![](http://dynl.mktgcdn.com/p/AO3LcjBRBFXGj7hNcPDvdjuKGHpW3RU9QQPnNqKKGmM/1440x810.jpg)
Retirement and estate planning for unmarried couples
September 12, 2024Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now![](http://dynl.mktgcdn.com/p/X16jgksWbTNzaZHIz2og5O5LSu3v8Gpn0oiSGLNKu-U/1440x810.jpg)
Protecting estate plans from hostile family members may be advisable
September 11, 2024LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read Now![](http://dynl.mktgcdn.com/p/ADO47PJl5Y50leaaCS4pQUb_imRY5uXGBTqb-bxqTAw/1440x810.jpg)
The duties of a trustee
September 11, 2024There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now![](http://dynl.mktgcdn.com/p/5ZNxHGKa8PxBEyWJcW9Ynt28wgHF_Gvw7iIWpw9PvnA/1440x810.jpg)
August 2024 Jobs Report: 142,000 jobs added, an acceleration from July
September 9, 2024U.S. job growth accelerated in August, solidifying the case for a September interest rate cut from the Federal Reserve.Read Now![](http://dynl.mktgcdn.com/p/l6QhxuV4YnT2L9Df1WtuI3F8-wqEMArG4gy6laS4Y_w/1440x810.jpg)
A tale of two markets: Divergence amid the post–Labor Day sell-off
September 6, 2024This week, AI underperformed while fixed income shined. Here's our take on a week of volatile market moves.Read Now![](http://dynl.mktgcdn.com/p/cVUd6--VIRK1ceLbmSc_iJ_-WIqrIAl-FRYmx0bk6JU/1440x810.jpg)
Mind your business: How to keep your company cyber secure
September 5, 2024Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read Now![](http://dynl.mktgcdn.com/p/_NobfLqa0Tuw8Wf6bLeHDLPyBU_z2doPwHX2iZ91dq4/1482x1000.png)