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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