Charles Lynch, CFA, Managing Director

Charlie has worked on Wall Street for over 15 years as both a research analyst and an investment banker. He began his career at Value Line, covering several sectors, including health care, for the Value Line Investment Survey and supporting Value Line Asset Management.

Charlie's focus on health care services intensified when he moved to Bankers Trust (subsequently BT Alex. Brown) in 1995, where he covered subsectors ranging from health care facilities to distribution.  In 1997, Charlie moved to Schroder & Co., taking a position as senior analyst within a team that led the majority of equity and debt issuances and M&A advisory for the long-term care, seniors-housing and health care REIT sectors.

In 2000, Charlie moved to CIBC World Markets, continuing to focus on health care-facilities research coverage but expanding his universe to include hospitals, ambulatory-surgery centers, staffing, and various other post-acute and vendor subsectors.  During his time with CIBC, he received numerous recognitions, including being named an All-Star stock-picker by both Forbes Magazine and The Wall Street Journal.

In 2006, Charlie moved into CIBC's health care investment-banking group as the senior calling officer covering health care facilities.  In this role, he oversaw numerous capital-raising transactions for the likes of Amedisys, Sun Healthcare Group, and LHC Group as well as various advisory efforts for other health care-services providers.  Charlie also led the first health care leveraged-finance transaction for Oppenheimer & Co. following that company's acquisition of his group from CIBC in early 2008.

Charlie received a BA in Economics from the University of Pennsylvania and is a Chartered Financial Analyst.  He lives in New Canaan, Connecticut, with his wife and son.