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Ian Ritchie, Cfa Email & Phone Number

Investment Analyst @ Flynn Financial Partners, Ltd. | Chartered Financial Analyst (CFA) at Flynn Financial Partners, Ltd.
Location: Nashville, Tennessee, United States 7 work roles 2 schools
1 work email found @f2partners.com 2 phones found area 781 and 131 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email i****@f2partners.com
Direct phone (781) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Flynn Financial Partners, Ltd.
Role
Investment Analyst @ Flynn Financial Partners, Ltd. | Chartered Financial Analyst (CFA)
Location
Nashville, Tennessee, United States

Who is Ian Ritchie, Cfa? Overview

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Quick answer

Ian Ritchie, Cfa is listed as Investment Analyst @ Flynn Financial Partners, Ltd. | Chartered Financial Analyst (CFA) at Flynn Financial Partners, Ltd., based in Nashville, Tennessee, United States. AeroLeads shows a work email signal at f2partners.com, phone signal with area code 781, 131, and a matched LinkedIn profile for Ian Ritchie, Cfa.

Ian Ritchie, Cfa previously worked as Investment Analyst at Flynn Financial Partners, Ltd. and Private Equity Intern at Heritage Holding, Llc. Ian Ritchie, Cfa holds Bachelor'S Degree, Finance, General from Boston College.

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Email format at Flynn Financial Partners, Ltd.

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{first}@f2partners.com
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Profile bio

About Ian Ritchie, Cfa

I am an Investment Analyst at Flynn Financial Partners (LPL Financial). I work directly with the Chief Investment Officer to develop our model portfolio strategy, monitor performance, and ensure that our portfolios are continually aligned with their respective IPS. I handle the mass trading of our accounts during rebalances as well as ad-hoc trading as liquidity needs arise. I recently obtained my CFA charter in April of 2024. I attended Boston College and studied Finance where I was a 1st Team All-ACC middle-distance runner. I continued running for about 3 years after graduation for Central Park Track Club where I qualified for the USATF Indoor Track Championships in 2022.Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Investment advice offered through Private Advisor Group, LLC, a Registered Investment Advisor. Private Advisor Group, LLC and Flynn Financial Partners, Ltd. are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: NY

Listed skills include Microsoft Excel, Microsoft Word, Microsoft Office, Powerpoint, and 20 others.

Current workplace

Ian Ritchie, Cfa's current company

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Flynn Financial Partners, Ltd.
Flynn Financial Partners, Ltd.
Investment Analyst @ Flynn Financial Partners, Ltd. | Chartered Financial Analyst (CFA)
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7 roles

Ian Ritchie, Cfa work experience

A career timeline built from the work history available for this profile.

Investment Analyst

Current
Flynn Financial Partners, Ltd.

New Rochelle, New York, US

  • Streamlined 401(k) investment lineup reviews to support growth from 28 to 71 plans and over $370 million in assets.
  • Collaborated with CIO to manage investment model program and wrote monthly client–facing updates.
  • Oversaw the transition of a $100 million book of business into the model program by creating investment proposals.
  • Traveled across the country to due diligence meetings with fund companies managing securities in our model portfolios.
  • Handled fixed-income and equity trading across over 3,000 individual, institutional, and municipal accounts.
Sep 2019 - Present

Private Equity Intern

Heritage Holding, Llc
  • Sourced potential target firms in targeted sub-sectors based on firm's investment characteristics.
  • Created databases of potential targets and updated firm's investment pipeline.
  • Spoke with brokers to communicate firm's history, access to capital, and interest in client company.
  • Analyzed NDAs and CIMs from broker regarding target firms.
  • Investigated financial statements of private firms in due diligence process.
Jul 2019 - Sep 2019

Wealth Management Summer Analyst

J.P. Morgan

New York, NY, US

  • Managed balance sheets of wealthy individuals and family offices.
  • Analyzed asset allocations with respect to the client’s goals, investing timeline, and risk appetite.
  • Created meeting decks for prospective clients to communicate the firm’s value & unique offerings.
  • Updated performance and asset allocations for current clients.
  • Summarized weekly firmwide calls outlining funds available to clients of the investors & bankers.
  • Developed advanced knowledge of Excel, PowerPoint, and PDF to create and update books.
Jun 2018 - Aug 2018

Summer Financial Analyst Intern

Baroo Hq
  • Summarized excel analysis of weekly financial performance for tech-based pet services start-up.
  • Created advanced financial (excel) models to track performance and growth of firm.
  • Collaborated directly with CEO and COO to provide financial and operational reports for investors.
  • Developed expansion strategies for firm based on statistical analysis of customer demographics.
  • Utilized other departments to complete projects for investor meetings with strict deadlines.
  • Compiled several data sources into a master spreadsheet that could be updated easily each week.
May 2017 - Aug 2017

Soccer Camp Assistant Instructor

Wakefield Soccer Academy

Helped former varsity coach run training sessions for youth players. Worked with middle school students ages 10-14.

Jun 2015 - Aug 2015

Little League Umpire

Wakefield Little League

Worked competitive little league games among children ages 8-12.

Apr 2014 - Aug 2014
2 education records

Ian Ritchie, Cfa education

Bachelor'S Degree, Finance, General

Boston College

Education record

Wakefield Memorial High School
FAQ

Frequently asked questions about Ian Ritchie, Cfa

Quick answers generated from the profile data available on this page.

What company does Ian Ritchie, Cfa work for?

Ian Ritchie, Cfa works for Flynn Financial Partners, Ltd..

What is Ian Ritchie, Cfa's role at Flynn Financial Partners, Ltd.?

Ian Ritchie, Cfa is listed as Investment Analyst @ Flynn Financial Partners, Ltd. | Chartered Financial Analyst (CFA) at Flynn Financial Partners, Ltd..

What is Ian Ritchie, Cfa's email address?

AeroLeads has found 1 work email signal at @f2partners.com for Ian Ritchie, Cfa at Flynn Financial Partners, Ltd..

What is Ian Ritchie, Cfa's phone number?

AeroLeads has found 2 phone signal(s) with area code 781, 131 for Ian Ritchie, Cfa at Flynn Financial Partners, Ltd..

Where is Ian Ritchie, Cfa based?

Ian Ritchie, Cfa is based in Nashville, Tennessee, United States while working with Flynn Financial Partners, Ltd..

What companies has Ian Ritchie, Cfa worked for?

Ian Ritchie, Cfa has worked for Flynn Financial Partners, Ltd., Heritage Holding, Llc, J.P. Morgan, Baroo Hq, and Viking Sports.

How can I contact Ian Ritchie, Cfa?

You can use AeroLeads to view verified contact signals for Ian Ritchie, Cfa at Flynn Financial Partners, Ltd., including work email, phone, and LinkedIn data when available.

What schools did Ian Ritchie, Cfa attend?

Ian Ritchie, Cfa holds Bachelor'S Degree, Finance, General from Boston College.

What skills is Ian Ritchie, Cfa known for?

Ian Ritchie, Cfa is listed with skills including Microsoft Excel, Microsoft Word, Microsoft Office, Powerpoint, Leadership, Management, Finance, and Analysis.

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