Ian Ritchie, Cfa Email and Phone Number
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Ian Ritchie, Cfa personal email
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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
Flynn Financial Partners, Ltd.
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Investment AnalystFlynn Financial Partners, Ltd. Sep 2019 - PresentNew 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.
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Private Equity InternHeritage Holding, Llc Jul 2019 - Sep 2019• 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. -
Wealth Management Summer AnalystJ.P. Morgan Jun 2018 - Aug 2018New 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. -
Summer Financial Analyst InternBaroo Hq May 2017 - Aug 2017• 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.• Presented findings in weekly conferences over phone with general managers of each market.
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Camp CounselorViking Sports May 2016 - Aug 2016 -
Soccer Camp Assistant InstructorWakefield Soccer Academy Jun 2015 - Aug 2015Helped former varsity coach run training sessions for youth players. Worked with middle school students ages 10-14.
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Little League UmpireWakefield Little League Apr 2014 - Aug 2014Worked competitive little league games among children ages 8-12.
Ian Ritchie, Cfa Skills
Ian Ritchie, Cfa Education Details
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Boston CollegeGeneral -
Wakefield Memorial High School
Frequently Asked Questions about Ian Ritchie, Cfa
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 the current company?
Ian Ritchie, Cfa's current role is Investment Analyst @ Flynn Financial Partners, Ltd. | Chartered Financial Analyst (CFA).
What is Ian Ritchie, Cfa's email address?
Ian Ritchie, Cfa's email address is ia****@****ers.com
What is Ian Ritchie, Cfa's direct phone number?
Ian Ritchie, Cfa's direct phone number is +178164*****
What schools did Ian Ritchie, Cfa attend?
Ian Ritchie, Cfa attended Boston College, Wakefield Memorial High School.
What are some of Ian Ritchie, Cfa's interests?
Ian Ritchie, Cfa has interest in Social Services, Civil Rights And Social Action, Politics, Education, Environment, Science And Technology, Human Rights.
What skills is Ian Ritchie, Cfa known for?
Ian Ritchie, Cfa has skills like Microsoft Excel, Microsoft Word, Microsoft Office, Powerpoint, Leadership, Management, Finance, Analysis, Teamwork, Time Management, Team Leadership, Accounting.
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