Stephanie Lynch

Examiner
DISC Type : sc

Co-Founder, Managing Partner at GEM

Charlotte, North Carolina, United States

Overview

Stephanie Lynch is the Co-Founder and Managing Partner of Global Endowment Management (GEM), where she sets strategic direction. Her extensive experience includes serving as Chief Investment Officer at The Duke Endowment. A CFA Charterholder, Stephanie earned her B. S. in Finance from Florida State University and was recently appointed to the North Carolina Investment Authority Board.

Stephanie is deeply involved in philanthropic and educational governance. She serves as a trustee for The Thacher School and is a member of the investment committee for the Baby J Fund, a foundation dedicated to supporting research for pediatric cancers. She has also served as a trustee for her alma maters foundation.

She was recently named by Pensions & Investments as one of the 2025 Influential Women in Institutional Investing.

Personality Overview

Unexpressive

Status Quo Seeker

Tough To Convince

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They are always well-planned and adopt a systematic approach. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Topics They Care About

Nonprofit Governance
Advocates for the importance of in-person board meetings to build trust and ensure effectiveness, believing virtual efficiency should not replace real presence for long-term governance.
Institutional Investing
Recognized as a leader in the field, she was recently nominated to the board overseeing North Carolina's $200 billion investment fund on behalf of the state's citizens.
Independent Sponsors
Her firm recently closed an oversubscribed fund dedicated to independent sponsors, reflecting her focus on identifying and building long-term partnerships with talented pre-fund managers.

Media Appearances

ALTSLA 2025: Stephanie Lynch of GEM Spoke to Courtney .... Featured in YouTube

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Navigating high volatility with Stephanie Lynch, Global Endowment Management. Featured in Informaconnect

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Global Endowment Management elevates co‑founder Stephanie Lynch to Managing Partner. Featured in Pensions & Investments (PI Online)

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Work History

2007
Co-Founder, Managing Partner at GEM
2000 - 2007
Chief Investment Officer at The Duke Endowment
1996 - 1999
Portfolio Manager at Trade Street Advisors
1990 - 1996
Portfolio Manager at Invesco Ltd.

Education

1985 - 1988
B.S. from Florida State University - Herbert Wertheim College of Business

More Information

Social Presence :

Prographics :

Exp : 36 Location : Charlotte, North Carolina, United States Job Level : Leadership Designation : Co-Founder, Managing Partner at GEM
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Insights For Selling To Stephanie

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be slow and cautious, encourage them to ask more questions
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Stephanie is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Stephanie

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Stephanie move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Stephanie take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Stephanie

Personality Compatibility


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