Karen L. Lynch

Ms. Karen L.
Lynch is a Principal at Comprehensive Investment Solutions LLC.
She is responsible for overseeing the staff who manage our client's investment account data, provide reports to our clients, and who provide many aspects of routine services to our clients.
She also helps new clients gather their Personal Financial Data needed for review and analysis by their financial planners in order to create their financial plans and their Investment Policy Statements, which guide the management of their investment portfolios.
She also serves as the secretary of the Investment Advisory Committee.
Ms. Lynch has several years of experience in technology and marketing, 14 years of which are in the financial service industry.
Prior to joining CIS, she was responsible for operations and marketing at MIIX Capital Management.