Experience

Royce Lynch Wealth Advisory

• Financial Services
• 1 - 100 Employee

• Founder & CEO

  • Aug 2023 - Present

  ROYCE LYNCH WEALTH ADVISORY Private Market Solutions for HNW Families At Royce Lynch, we’re a global team of alternative investment managers and financial gurus passionate about delivering uncommon value to our high-capacity clients and their advisors. With nearly 30 years of asset optimization and capital markets experience, our closed loop ecosystem of private market services provides high-net-worth clients with efficient access to private capital markets, and private market syndication. Royce Lynch is a vertically integrated system of capital regeneration fueled by a private, discreet, and closed community of private clients, supporting other private clients, in the pursuit of private client outcomes by providing an inclusive, holistic, and decentralized approach to capital access and capital allocation opportunities for HNW Families. Our proprietary approach to decentralized capital and peer to peer trading abolishes the traditional constructs of capital access making it clear, that the future for our coveted clientele will be one that benefits the community of our highly accomplished families and their advisors, no longer subjecting them to a system of biased motivations, forever free from the politically motivated, market manipulated, and capital restricted, public markets. To learn more, please visit www.roycelynch.com. Show less



John Royce Companies

• Orange County, California Area

• Founder & CEO

  • 1996 - Present



ROYCE GOLDMAN

• United States
• Real Estate

• Founder & CEO

  • 2016 - Present

  ROYCE GOLDMAN - A Venture Backed Fintech Real Estate Solutions Company. IT IS THE CUSTOMER, NOT JUST TECHNOLOGY THAT WILL DRIVE DISRUPTION IN RESIDENTIAL REAL ESTATE. Rising consumer expectations in real estate commerce are set to disrupt the sector in an extensive and volatile manner. Fintech Transformation has been proliferating the financial services industry; yet one category has been severely left behind. The Residential Real Estate Industry has reached its tipping point and is ripe for disruption. AN ASPIRATIONAL REAL ESTATE BRAND Royce Goldman is an aspirational brand that delivers high-touch services to the accomplished homeowner community at contemporary price points. Our big data and predictive analytics approach to identifying our affluent community gives us the opportunity to tell the story of our brand. Our “By Invitation Only” approach to marketing connects our message of exclusivity and desirability; delivering a “Private Client” experience. Being a homeowner looking to sell or buy a new home is a very uninspiring experience. Royce Goldman is seizing the opportunity to deliver a highly desirable, private client experience; yet affordable and category disruptive. Our vision for the Royce Goldman brand is that Aspirational brands are timeless and the thought of traditional high quality service no longer has to be relegated to the ways of old world tradition. The same experience and white glove service can be delivered in a manner that is relatable to today’s technological opportunities and exceed the “Time Value” and “Ease of Use” demands that our affluent clients demand. The timeless tradition of ladies and gentlemen serving ladies and gentlemen can evolve with the continued innovation of technology and contemporary communication. Royce Goldman is redefining luxury residential real estate. Show less



BBM ENTERPRISE STRATEGY

• United States
• Advertising Services
• 1 - 100 Employee

• Founder & CEO

  • 2007 - Present

  Welcome to BBM Enterprise Strategy and accelerate your marketplace transformation. Marketplace Disruption creates huge opportunities for bold enterprises and BBM is dedicated to building the market leaders of tomorrow. We partner with our clients, integrating ourselves seamlessly into their organizations in order to develop innovative, customized solutions for current marketplace issues. Advise, Transform and Manage. Fine-tune your origination's to peak performance with industry-tested, enterprise-level origination support services. BBM offers marketplace consulting services and support to architect, deploy, and optimize your origination assets. With two decades of proven success and total dedication to understanding your business, transformation isn’t just possible—it’s inevitable. Show less



PCMA Private Client Lending NMLS #237710

• United States
• Financial Services
• 1 - 100 Employee

• Founder and CEO

  • Aug 2007 - Aug 2023

  We Believe in the Paradigm Shifters and Invest in their Success! As the leading Non-Bank Private Client Lender, PCMA saw an opportunity to build a very unique company focused on developing Private Client products and concierge services for the Mass Affluent (MAI) and High Net-Worth (HNWI) households. The number of experienced and sophisticated applicants is growing, and so is the complexity of their needs. “Private” refers to recognized financial capacity and dedicated concierge products and services more exclusive than traditional or homogenized retail storefronts. Tailored lending and mortgage strategies for sophisticated households. Recognizing the unmet buyer demand, PCMA Private Client has given birth to an entirely new marketplace of high value solutions and area of expertise that cater to these accomplished and sophisticated estates. Over the past three years, PCMA has dedicated its resources and IP exclusively to the creation and development of the Private Client Category and as the innovator of Non-Bank Private Client Lending everything had to be tested and/or redesigned. Beginning with the development of the "Private Client Collective" product line that meets the needs of this discerning client profile. We had to rethink the way we think, about supply chain output by redeveloping and accelerating supply chain efficiency to exceed the service expectations of our deserving clients. Lastly, we had to create separation and a competitive advantage to our counterparts in the wealth management divisions of the Private Banking sector by establishing capital partnerships with top tier organizations that understand this very niche but highly lucrative asset class. Show less



ONTITLE National Settlement Services

• United States
• Real Estate

• CEO and Co-Founder

  • 2010 - 2018

  ONTITLE was a build to sell business model which began operations in 2012. Once critical mass was reached the enterprise became open to bidding and the company was sold in 2 parts. The National Title Agency was spun out and sold to Homebay Real Estate in 2017 and subsequently the National Settlement Services operation was sold in 2018 to Ticor Title Insurance, a Fidelity Financial Services Company. ONTITLE was a build to sell business model which began operations in 2012. Once critical mass was reached the enterprise became open to bidding and the company was sold in 2 parts. The National Title Agency was spun out and sold to Homebay Real Estate in 2017 and subsequently the National Settlement Services operation was sold in 2018 to Ticor Title Insurance, a Fidelity Financial Services Company.



Secured Funding

• Financial Services
• 1 - 100 Employee

• COO and Co-Founder

  • Aug 1997 - Dec 2008

  Mr. Lynch was Co-Founder, Executive Vice President and Chief Operations Officer of Secured Funding Corporation. Founded in 1993, Secured Funding Corporation quickly grew into the country’s largest privately held independent loan originator of subordinate lien financing and category leader. Since its inception, Secured Funding was focused on becoming the nation’s preeminent loan originator. To execute this agenda, Mr. Lynch was responsible for overseeing retail operations, call center operations, performance analytics, brand engineering and design development. Mr. Lynch was instrumental in growing Secured Funding from start up lender to a leader in subordinate lien financing, serving a market overlooked by traditional firms due to the complexities of the product. Mr. Lynch was instrumental in growing the volume steadily from $316.6MM in 2001 to over $1.3B in 2005, representing a compound annual growth rate (CAGR) of 42.5%. Correspondingly, pre-tax income for the Company increased over 560% from $3.1MM in 2001 to $20.6MM in 2005. Secured Funding was founded and grown by reinvesting its own cash flow and never sought the use or need of external capital. Show less