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Margaret A. Flynn, CFA® |
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Assistant: Alicia Hughes Peggy Flynn is Director of Investment Research and is responsible for investment manager due diligence, investment research and performance tracking and comparative analysis, as well as market and economic research. She is a member of Wescott’s Portfolio Strategy Group, participating in the ongoing due diligence and evaluation of investment managers and strategies, and also the Investment Committee, which is responsible for the firm’s asset allocation models and investment strategies. Prior to joining Wescott in 2009, Peggy was an investment product solution director at SEI where she was responsible for developing investment solutions for defined contribution, and endowment and foundation plans. Prior to SEI, Peggy worked for Vanguard as a marketing manager, responsible for providing education and analysis on Vanguard’s passive and actively managed investments. Other roles include institutional marketing communications manager at Gartmore Global Investments, where she provided information to clients about markets, portfolio strategies and products, and also research analyst for Rittenhouse Financial Services, where she analyzed industries and companies. Prior to Peggy’s roles with investment management firms, she served as the Deputy Chief Investment Officer of the Philadelphia Municipal Pension Fund, where she was responsible for asset allocation, manager due diligence, investment research, rebalancing and cash flow analysis for the $3 billion portfolio. She also held the position of Chief Investment Officer of the Philadelphia Gas Works Fund where her responsibilities included streamlining the manager and consultant line-up for the Fund. Peggy served on the CFA Society of Philadelphia’s board from 1997 to 2002 and is a member of the Greater Philadelphia Senior Executives Group. Peggy received her undergraduate degree in health planning and administration from The Pennsylvania State University and her master’s degree in business administration from Drexel University. She has also earned the Chartered Financial Analyst designation. Peggy resides in Erdenheim, Pennsylvania with her husband, Larry Flynn, and their two children.
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