Built by two friends with a shared purpose
Sam and Jake met while attending high school at Noble & Greenough School in Dedham, MA. They bonded during frequent hangs and poker games with their friends Matt, Brian, and Peter.
Sam and Jake remained friends for the next 15 years, then, during the COVID-19 pandemic, the two of them began playing weekly pickleball matches, followed by the occasional beer and Caesar Salad. During these meetups, they uncovered a shared passion for entrepreneurship and interest in finance.
It was during these conversations that the concept for what would become Reciprocal Wealth was born.
Meet the Founders
Sam Chud
Co-Founder & Managing Partner
Sam Chud was introduced to investments back in middle school when he joined the Stock Club run by Mr. Corcoran. Throughout his schooling, Sam continued to demonstrate an interest in all aspects of business, including finance, culminating in a Bachelor of Business Administration (BBA) from Goizueta Business School at Emory University in Atlanta, GA.
Since graduation, Sam has ascended from Analyst to Director at Keurig Dr Pepper, a $15B Fortune 500 Consumer Products company. During this time, Sam has held a variety of roles across Marketing, Sales, Commercial, and Strategy, spending the last 4 years as a member of the Corporate Strategy group reporting first to the Chief Strategy Officer and then to the Chief of Staff to the CEO.
Sam is also currently enrolled in the Executive Masters of Business Administration (EMBA) program at Northwestern University's Kellogg School of Management from which he is scheduled to graduate in May 2027.
Sam is a proud resident of Newton, MA, where he was raised by his parents, Larry and Deborah, and currently resides with his wife, Abby, and his children, Max and Emma. When not working, Sam coaches youth sports teams and enjoys golf, paddle tennis, exercise, cooking, and live music.
sam@reciprocalwealth.com
Jake Lynch
Co-Founder & Managing Partner
John Edward "Jake" Lynch has spent his entire career in the financial sector, with stints in equity research, business analytics and financial services. Jake entered the wealth management space at Adviser Investments, a national wealth management operation with ~$14-billion of AUM.
At Adviser, Jake served as Chief Business Officer and his responsibilities included: directing the strategic planning process; launching new services; and leading M&A efforts. He served as Unitholder Representative in the company's 2020 sale to Summit Partners.
For the last several years, Jake served as Operating Partner of TRIA Capital Partners, a specialized private-equity firm, which invests minority equity capital into fee-only wealth management platforms. TRIA's portfolio companies include Modera Wealth Management, Pathstone and WMS Partners.
Jake graduated from Bowdoin College with a Bachelor of Arts in Government and Legal Studies. He earned his Master of Business Administration with an academic concentration in Asset Management from the University of Virginia's Darden School of Business.
Jake resides in Medfield, MA with his wife Molly and his two children, Rhys (8) and Kit (6).
jake@reciprocalwealth.com