Mr. Cortina is a Senior Vice President at Lynx, advising high net worth individuals, families, and institutions. He has nearly 20 years of experience in financial planning and wealth management, with a strong track record of helping clients navigate complex financial decisions with clarity and confidence. As a CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner, Mr. Cortina specializes in personalized investment and financial planning, tax-efficient portfolio design, executive compensation issues, charitable giving strategies, and estate planning guidance. Mr. Cortina received his B.S.in Finance from Miami University in Oxford, Ohio, and continued his education in Financial Planning at DePaul University in Chicago, Illinois.
Before joining Lynx, Mr. Cortina served as a consultant to regional advisory firms, leading the buildouts of successful wealth management teams. Prior to that, he spent 15 years at Curi RMB Capital where he served as a Wealth Manager and launched their Washington, D.C. office. Outside of work, Mr. Cortina served as a board member of the Greater Washington Community Foundation’s Professional Advisory Committee (PAC) and co-founded their Young Professional Advisory Committee (YPAC). He currently serves as a youth sports coach in Arlington, Virginia.
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