James Mcglynn CFA®️, RICP®️
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.