John E. Lynch, III

Jake Lynch is an Operating Partner of TRIA Capital Partners. Previously, Jake was a Partner and Chief Business Officer at Adviser Investments, one of the country’s largest fee-only wealth management firms. At AI, Jake held primary responsibility for enterprise strategy, including mergers and acquisitions, business integrations, succession planning, strategic planning and execution, and data analytics. Jake also founded and managed the firm’s Wealth Services department. Prior to working in the wealth management industry, Jake held positions in quantitative equity research and business analytics. Jake received a Bachelor of Arts from Bowdoin College and an MBA with a Concentration in Asset Management from the University of Virginia’s Darden School of Business.