Profile
Mr. Charles W.
Flynn is an Associate at Sierra Capital LLC.
Prior to joining Sierra Capital, Mr. Flynn worked as a Client Service Associate at UBS and later as a Financial Advisor in New York City working with US-based clients.
During his time at UBS he was also a part of a team tasked with the implementation and rollout of a new digital advice solution for the firm.
He graduated from Manhattanville College in 2015 with a BA in Finance and a Minor in History.
He is a CFA Charter Holder in the CFA Program.
Charles Flynn active positions
| Companies | Position | Start |
|---|---|---|
Sierra Capital LLC
 Sierra Capital LLC Investment ManagersFinance Sierra Capital LLC is an independent registered investment advisor and global multi-family office headquartered in Miami, Florida. The firm was founded by Rafael de la Sierra in 1998. Sierra Capital offers family office services to a limited number of ultra-high net worth individuals and families to assist in achieving their goal of lasting legacy for future generations. | Analyst-Equity | 01/03/2021 |
Former positions of Charles Flynn
| Companies | Position | End |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 01/03/2021 |
Training of Charles Flynn
| Manhattanville College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
Sierra Capital LLC
Sierra Capital LLC Investment ManagersFinance Sierra Capital LLC is an independent registered investment advisor and global multi-family office headquartered in Miami, Florida. The firm was founded by Rafael de la Sierra in 1998. Sierra Capital offers family office services to a limited number of ultra-high net worth individuals and families to assist in achieving their goal of lasting legacy for future generations. | Finance |
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