R. Lynch
Director of Finance/CFO at MarketWise LLC
Net worth: 9 M $ as of 2024-04-29
Profile
R.
Dale Lynch currently works at MarketWise LLC, as Chief Financial Officer.
Mr. Lynch also formerly worked at Allied Capital Corp., as Executive VP & Director-Capital Markets from 2004 to 2010, Federal Agricultural Mortgage Corp., as Chief Financial Officer, Treasurer & Executive VP from 2015 to 2019, Lehman Brothers, Inc., as Analyst in 2004, Merrill Lynch & Co., Inc., as Principal, U.S.
Silica Holdings, Inc., as Vice President-Finance from 2011 to 2012, Ares Management Corp (Private Equity), as Executive Vice President, Allied Investments, as Executive Vice President from 2004 to 2010, Deutsche Bank Capital Corp., as Principal, and MarketWise, Inc., as Chief Financial Officer.
Mr. Lynch received his undergraduate degree from The Pennsylvania State University and Masters Business Admin degree from The University of Chicago Booth School of Business.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
MARKETWISE, INC. CLASS B
0.98% | 2023-05-09 | 2,866,344 ( 0.98% ) | 5 M $ | 2024-04-29 |
MARKETWISE, INC.
0.98% | 2023-12-30 | 2,866,344 ( 0.98% ) | 5 M $ | 2024-04-29 |
MARKETWISE, INC. CLASS A
0.43% | 2023-05-09 | 154,750 ( 0.43% ) | 249 148 $ | 2024-04-29 |
R. Lynch active positions
| Companies | Position | Start |
|---|---|---|
MarketWise LLC
 MarketWise LLC Miscellaneous Commercial ServicesCommercial Services MarketWise LLC develops and operates multi-brand digital subscription services platform. It is a subscription services platform that provides independent financial research, analytical tools, and software primarily to retail investors across digital channels. The company is headquartered in Baltimore, MD. | Director of Finance/CFO | - |
Former positions of R. Lynch
| Companies | Position | End |
|---|---|---|
| MARKETWISE, INC. | Director of Finance/CFO | 2022-09-15 |
| FEDERAL AGRICULTURAL MORTGAGE CORPORATION | Director of Finance/CFO | 2019-07-07 |
| U.S. SILICA HOLDINGS, INC. | Corporate Officer/Principal | 2012-04-04 |
Allied Capital Corp.
 Allied Capital Corp. Investment ManagersFinance Allied Capital Corp, a business development company, invests in private middle market companies located in the US. The fund target companies across a broad range of sectors with an EBITDA of $5 - $150 million. It provides debt and equity financing for buyout transactions and also makes minority equity co-investments. It also invests in private equity and debt funds. | Public Communications Contact | 2010-04-25 |
Allied Investments
 Allied Investments Investment ManagersFinance Allied Investments LP is a private equity firm headquartered in Washington, DC with additional offices in New York City. Los Angeles and Chicago. The firm is a subsidiary of Ares Partners Management Co. LLC. | Public Communications Contact | 2010-03-30 |
Training of R. Lynch
| The Pennsylvania State University | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 3 |
|---|---|
| U.S. SILICA HOLDINGS, INC. | Non-Energy Minerals |
| FEDERAL AGRICULTURAL MORTGAGE CORPORATION | Finance |
| MARKETWISE, INC. | Technology Services |
| Private companies | 7 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
| Deutsche Bank Capital Corp. | Finance |
Allied Investments
Allied Investments Investment ManagersFinance Allied Investments LP is a private equity firm headquartered in Washington, DC with additional offices in New York City. Los Angeles and Chicago. The firm is a subsidiary of Ares Partners Management Co. LLC. | Finance |
Allied Capital Corp.
Allied Capital Corp. Investment ManagersFinance Allied Capital Corp, a business development company, invests in private middle market companies located in the US. The fund target companies across a broad range of sectors with an EBITDA of $5 - $150 million. It provides debt and equity financing for buyout transactions and also makes minority equity co-investments. It also invests in private equity and debt funds. | Finance |
Ares Management Corp (Private Equity)
 Ares Management Corp (Private Equity) Investment ManagersFinance Ares Management Corp (Ares Management) is a private equity firm, a subsidiary of Ares Capital Management LLC founded in 1997 by Michael J Arougheti. The firm is headquartered in Los Angeles, California. | Finance |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
MarketWise LLC
MarketWise LLC Miscellaneous Commercial ServicesCommercial Services MarketWise LLC develops and operates multi-brand digital subscription services platform. It is a subscription services platform that provides independent financial research, analytical tools, and software primarily to retail investors across digital channels. The company is headquartered in Baltimore, MD. | Commercial Services |
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