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Yardley, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2012-08-28 |
| PA | RA | APPROVED | 2012-07-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lynch Asset Management | Ivyland | PA | 01/2001 | Present |
| Njm Insurance Company | West Trenton | NJ | 03/1998 | Present |
SINCE MARCH 1998 I HAVE BEEN AN EMPLOYEE OF NJM INSURANCE GROUP LOCATED AT 301 SULLIVAN WAY, WEST TRENTON NJ 08628. THE COMPANY'S PRIMARY BUSINESS IS PROPERTY AND CASUALTY INSURANCE. MY ROLE AT THE COMPANY IS MANAGER OF THE INVESTMENT DEPARTMENT WITH THE TITLE OF VICE PRESIDENT. MY PRIMARY RESPONSIBILITY IS TO SUPERVISE THE INVESTMENT OF THE COMPANY'S OWN ASSETS. I OVERSEE A STAFF OF TWO PORFOLIO MANAGERS AND TWO ANALYSTS. THE COMPANY DOES NOT MANAGE CLIENT FUNDS NOR DOES IT MANAGE OR SELL MUTUAL FUNDS, LIFE INSURANCE, ANNUITIES OR ANY INVESTMENT-RELATED PRODUCTS. MY TOTAL MONTHLY HOURS TOTAL 200 WITH 150 HOURS DEVOTED TO "OTHER BUSINESS" WITH 5.5 HOURS A DAY DURING TRADING HOURS.
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