Built by operators, not salesmen.

John E. Lynch, III

“Jake” · Founder & Principal

Investments & Planning

A decade plus in (or around) wealth management. Most recently, the Operating Partner at TRIA Capital, a niche private-equity firm backing fee-only wealth platforms — including Barron's Top 100¹ firms Modera, Pathstone and Plancorp. Previously, Partner and Chief Business Officer at RWA Wealth (~$20B AUM), leading strategy, analytics and M&A. Unitholder Representative in RWA's 2020 sale to Summit Partners.

• University of Virginia, Darden — MBA, Asset Management
• Bowdoin College — BA, Government & Legal Studies
• Noble & Greenough — Secondary Education

¹ Barron's 2025 Top 100 RIA Firms based on assets managed by the firms, growth, technology spending, succession planning, and other metrics.

Samuel M. Chud

“Sam” · Founder & Principal

Strategy & Marketing

Brings an outside perspective and major brand experience — from a regional quick-service restaurant to the New England Patriots. Spent a decade plus at Keurig Dr. Pepper, rising from Analyst to Manager to Director across Commercialization, Innovation, Product Management and Sales Strategy. Most recently, joined KDP's Enterprise Strategy & Transformation team, reporting directly to the Chief Strategy Officer.

• Northwestern University, Kellogg — Executive MBA, Finance
• Emory University, Goizueta — BBA with Distinction, Marketing
• Noble & Greenough — Secondary Education