Bio
Kate Lynch | Managing Partner
Kate is a seasoned finance professional with over 25 years of experience in the banking and investment industry.
She has a proven track record of advising financial institutions on M&A, capital markets, and strategic planning in New York City and in the Midwest.
Since 2022, Kate has been managing private investments in real estate, wholesale bourbon, and unique small businesses.
Kate is passionate about creating wealth through alternative assets and identifying the most attractive risk/reward profile available for high net worth investors.
Kate is a talented writer and speaker for industry events, podcasts, and publications in the finance and investing niche. She enjoys discussing all types of investments and uncovering opportunities to capture excess returns.
Listen to Kate's Story
Check out Kate's journey from working as an investment banker to creating a successful real estate portfolio in her interview on BiggerPockets here: