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James Mcglynn CFA®️, RICP®️

James Mcglynn CFA®️, RICP®️

Retirement Consultant

James Mcglynn is a CFA (Certified Financial Analyst) and RICP® (Retirement Income Certified Professional).  James contributes to our daily blogs here at 9I Capital Group and also provides his expertise on a case-by-case basis.  He has written a Retirement Tips For Baby Boomers being a Boomer himself and provides us with a endless amount of real life retirement information. 

James Mcglynn graduated from the University of Texas and became an analyst with Utimco from 1980-1983.  He then became a portfolio manager for American National from 1984-1991, then moving to Tom Johnson Investment Mgmt from 1991-1999. He worked with Summit Partners for roughly 9 years and then Calvert Investments from 2008-2014.  

James Mcglynn opened his own consulting practice in 2017 and is now providing us his expertise here at 9I Capital Group LLC.  We are lucky to have him on board.

CEO Next Quarter Century, LLC
Mutual Fund Manager 35 years
Retirement Planner since 2016
Author of : "Retirement Planning Tips for Baby Boomers 2023" and "Making the Case for Hybrid LTC"
Contributor to financial blog: Humble Dollar
1980 Graduate University of Texas Austin