Forget what you think you know about finance careers. Eric Flynn didn’t come up through Wall Street. He grew up on a ranch in Montana. An actual 20,000-acre ranch, wrangling cattle before most of us were out of bed.
Today, he’s the EVP and Head of Wealth Management at Compound Planning, a $3 billion digital family office built by tech founders who believe wealth management should feel a lot less clunky and a lot more human.
Eric’s story is part Yellowstone, part Wall Street, and all about finding the courage to own your different.
In this Episode, Eric and Stacy dig into:
About Eric Flynn:
Eric is a tenured financial professional with over 23 years of experience in the wealth management space. At Compound Planning, Eric leads the Wealth Management business and is responsible for executing the strategic vision, leading the advisory team, and harmonizing the service offerings for an exceptional client experience. Eric’s background is in advising higher net worth clients and providing family office services as well as consulting to firms in the wealth management industry.
Eric received a Masters in Professional Accountancy from Montana State University in Bozeman, Montana and is a CPA and CFA Charterholder. Prior to joining Compound, Eric was a Principal of multiple registered investment firms, and also helped build a national consulting team catering to the wealth management industry.
He has a passion for helping people and leading/growing teams. Outside of work, Eric enjoys most anything outside after having grown up on a large family ranch in Montana. He also has a passion for giving back to the community and serves on multiple boards including the Montana State University College of Business Dean’s Advisory Board, Bozeman Health Foundation Board, and is the President’s Council Representative for the Western Region CFA Societies to the CFAInstitute Board of Governors
Want More Help With Storytelling?
+ Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe
- - -
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros.Join Havener Capital’s exclusive membership
- - -
Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap
- - -
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership