Core Insights - Enterprise Bank has appointed David Lynch as Managing Director and Chief Investment Officer of Enterprise Wealth Management, overseeing the wealth management division and setting strategic direction [1][3] - Lynch brings over 25 years of experience in the wealth management industry, previously serving as Chief Investment Officer at Cambridge Trust Company, managing $4.5 billion in investment portfolios [3][4] - The wealth management division at Enterprise Bank currently manages over $1.3 billion in assets and is experiencing growth [4] Company Overview - Enterprise Bank is characterized as a community bank with a mission to create successful businesses and prosperous communities, offering sophisticated services akin to larger banks while maintaining a personal touch [6] - The bank emphasizes a culture of service excellence and community involvement, which Lynch aims to continue [2][6] Leadership and Expertise - David Lynch is recognized for his extensive track record in wealth management, making him a suitable leader for Enterprise Wealth Management [7] - Lynch holds a Bachelor of Arts in Economics from Dartmouth College and an MBA from Babson College, and is a CFA charterholder [7]
Enterprise Bank Appoints David Lynch as Managing Director and Chief Investment Officer, of Enterprise Wealth Management