Where Time is the Most
Precious Commodity

INGENUITY                          PRECISION                            PRIVACY

These are the higher level of standards that distinguish Swiss Watchmaking and Banking above others, this is what constitutes the meaning behind our firm’s name. We aspire to transcend above other Wealth Management Firms.

Geneva Private
Wealth Management

Our founder James Flynn is a seasoned financial executive with over 30 years of experience with such prestigious firms as Bank of New York-Mellon, Putnam, Merrill Lynch, and others. He has a degree in Business with concentrations in Finance, Economics, and Accounting. At Putnam he was exposed to international investing in its infancy in charge of reporting institutional financial information. After joining Bank of New York-Mellon as an International Corporate Action Specialist, he aided their Securities Lending area. James later joined Merrill Lynch where he developed his forte in engineering sophisticated institutional level portfolios for ultra-high net worth clientele.

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History

1984

Putnam Investments

International Financial Reporting Analyst

1986

Bank of New York - Mellon Bank

International Corporate Action Specialist
Securities Lending Controller/Analyst

1994

Merrill Lynch

Financial Advisor

2020

Geneva Private Wealth Management LLC

CEO/Founder

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial registered representative associated with this website may discuss and/or transact business only in states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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