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  2. Who We Are
  3. Flynn Financial Partners, Ltd.

Flynn Financial Partners, Ltd.

Our Team

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Timothy P. Flynn

CEO and Managing Partner

tim@f2partners.com

Timothy P. Flynn is the Managing Partner at Flynn Financial Partners, an independent investment consultancy based in New York City that specializes in asset management for public agencies and institutions.  Since 1997, Tim and his group have helped municipalities, public utilities, retirement (pension) plans and high net-worth individuals plan for the future by combining institutional-quality investment advice with a personal level of service.

Mr. Flynn and his team have an attentive, collegial approach to working with all of the firm’s clients, whether they are institutions or individuals. 

Prior to founding Flynn Financial, Tim was Senior Vice President of Investments at UBS, where he was also a member of an elite institutional consulting group.  Before that, he was a Senior Vice President at Advest Inc, where he consulted with municipalities and institutions on public debt financing.  Mr. Flynn has a unique appreciation for the challenges that public agencies and institutions face in managing their assets and fulfilling their fiduciary duty.  He has built a successful practice by using a consultative approach to provide strategies to these challenges.

Mr. Flynn graduated from the University of Massachusetts with a BA/BS in Economics, and holds a dual MPA/MBA degree in Public and Business Finance from the Robert F. Wagner/Leonard N. Stern School of Business at New York University. 

Tim is a passionate civic leader in the New England region.   In addition, he is serving on the board of directors of the Bergen County Community Action Partnership and previously the Bergen County Community Housing Program in New Jersey.  He is also on the Board of Directors for the Catholic Youth Organization and Catholic Charities of the Archdiocese of New York, where he directs CYO’s Cross Country and Track & Field programs. 

Tim and his wife are the proud parents of 4 children. He lives with his family in New Rochelle, NY.

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Mark J. Libersher, AIFA®

Senior Partner

mark@f2partners.com

As the Co-Founder and Senior Partner of Flynn Financial Partners Ltd. LLC, Mark oversees the company's corporate and investment management operations in addition to serving individual clients. Mark and the Flynn Financial team oversee more than half a billion of investments as of 12/08/20.

Mark received his Bachelor of Science from the Leonard N. Stern School of Business at New York University where he double-majored in Finance and Accounting. Mark was born and raised in Chicago, IL where his family is from.

Starting from a young age, Mark has had a passion for investing. He began learning and following investments when he received a passbook savings account as a child.  His passion for learning and investing grew as he followed the Dot-com bubble of the 00's throughout his college education. During college, Mark further pursued his degree as well as his passion for skiing, spending winters in Colorado.

Upon graduating college, Mark continued on to work with Tim Flynn and became a partner of Flynn Financial Partners.  Together, they made a move from AXA Advisor to UBS Financial where they grew the business exponentially and began working with clients more focused on their investment needs.

In 2008, the financial crisis caused the collapse of several major financial institutions and the government bailout of others, challenging the existing state of affairs within the industry. Navigating these trying times, Mark and Tim understood the importance of focusing on the client's best interest through the utilization of a modern and objectivity approach. It was during this time that Mark and Tim developed a vision for a new type of investment firm—one of objectivity and the ability to work with an Independent Broker Dealer.  This prompted the move to LPL Financial on July 1, 2008.

Mark currently resides in Nyack, NY with his family and is the proud dad of two young boys.  He continues to yearn for the outdoors, spending as much time hiking, camping and skiing.  Pray for snow and stay inspired.

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Joseph Cuozzi

Partner

joec@f2partners.com

As a Partner with Flynn Financial since 2017, and with over twenty-five years’ experience in the financial services industry, Joe has a passion for helping families and individuals manage, invest and protect their life savings.  Joe realizes that each person’s goals are unique and he, along with his team, take an active interest in communicating with clients to understand both their short and long-term life financial objectives.  Joe garnered his deep understanding of the financial services industry through a myriad of leadership roles he has held within Lehman Brothers, Seligman Advisors, Morgan Stanley, and Fifth Third Asset Management. 

Prior to dedicating himself to working one-on-one with individuals, Joe worked with Institutions, Pensions and Municipalities throughout the country and managed and trained Research Analysts on the construction of Institutional, Pension, and Private Client portfolios, while helping Financial Advisors in the implementation of customized strategies for individuals. He has also led industry conferences, focusing upon educating colleagues on the intricacies of technology sector asset allocation. Additionally, Joe was responsible for the creation and distribution of managed account products throughout the United States at Fifth Third Asset Management. 

Joe strives to help people achieve and maintain financial security by developing family financial, and investment plans, which promote and protect personal wealth.  To best serve his clients, he is continually enhancing his knowledge on the most current strategies to build and protect clients assets. Joe possesses life, health, and variable annuities licenses, and his series 7 and 63 held with LPL Financial.  His Series 65 securities registrations held with Private Advisor Group. He holds a bachelor’s degree in Busines Administration. 

In his spare time, Joe enjoys boating, travelling, gardening, and has a passion for cooking. He lives with his wife of 20 years in Yorktown Heights, NY.

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Joseph Pigot

Senior Retirement Consultant

Joe joined Flynn Financial Partners in February 2020 as a Partner and Senior Retirement Consultant to oversee the Retirement Plans and Corporate Services business.

Joe has a lengthy career in developing retirement plans, fiduciary processes, and advising committees on investment governance practices. In addition, Joe brings incredible value in helping participants manage their goals while working with the Plan Fiduciaries to pursue the plan is working as intended and helping the fiduciaries carry out their duties. Joe has been a panelist and frequent guest speaker at industry events with the Retirement Learning Center, a Nationally known ERISA consulting practice.

Joe is married with 5 children and lives in Northern, NJ.  He served for over 10 years as trustee for his lake association.  Joe is passionate at giving back and volunteers his time with Baking Memories 4 Kids, Inc. where he runs commercial ovens 3 weekends a year to raise money to send terminally ill children and their families for an all-expense paid trip to a Disney.  He is also an active contributor to St. Jude’s Children’s Hospital, Down Syndrome Research, and participates in Basket Brigades, packaging and delivering Thanksgiving Dinner to those in need.    

Peter Trulli

Peter has been working in the financial industry in a variety of professional capacities for almost 25 years. Peter focuses on individuals, families, Trusts and businesses that require customized needs and planning to manage their financial aspirations and goals. Peter creates customized plans and implements detailed investment, portfolio, and retirement planning. At the forefront of his role is to communicate with clients on a constant basis as to ensure plans and goals are intact and adjusted as needed.

Prior to joining Flynn Financial Partners in 2019, Peter was a Senior Financial Advisor on a multi-billion-dollar Wealth Management team at Morgan Stanley. Prior to that was a Senior options / derivatives trader at SAC Capital Advisors, one of the largest most successful hedge funds in the world. Peter began his career on the NYSE trading floor and worked his way up to become a Managing Director at 30 years old for Bear Stearns in their equity and options market making businesses for over ten years. 

Peter graduated Iona College with a background as New York State Certified public accountant which uniquely enables him to create and implement tax management strategies and planning. He is Series 7 and 66 registered with LPL financial. Peter is also Licensed for Life Insurance and annuity investments.

Peter grew up and lives in New Rochelle with his wife Claudia, their 5 year old daughter Michela and his 3 year old , identical twin sons Luke and Gus. He is a competitive tennis player and an ardent Dallas Cowboys fan. He volunteers and supports at the Westchester Humane Society where he adopted his dog Chaplin.

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Kevin Myers

Partner

Kevin joined Flynn Financial Partners(F2) in November 2020 as a senior leader on the Private Wealth Management Team. As Partner, he’ll bring his 23 years of financial services experience to expand F2’s Wealth Management presence. 

Kevin takes a genuine interest in the personal and financial needs of his clients by working together with them to cultivate enduring relationships. His unwavering commitment to assessing market and lifestyle risks and how they can impact one’s objectives is the primary tenet of Kevin’s practice. Goal-oriented analysis, coordination, and execution are provided for investments, retirement planning, risk management, tax minimization strategies, trusts, and estate planning.

Prior to joining F2, Kevin was a Wealth Management Advisor at TIAA working with high-net-worth families providing comprehensive financial planning and investment services. Kevin spent 16 years in NYC, London, and Hong Kong as a Trader for UBS and JP Morgan specializing in international investments for institutional and sophisticated clients.

Continuing education is a priority for Kevin. He holds the Certified Financial Planning (CFP®), Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) designations. In addition, he holds FINRA Series 7 held with LPL Financial and 65 held with Private Advisor Group.  He maintains life, health, and variable annuities product licenses. He received his B.A. in Economics from Binghamton University.

Kevin lives in Rye, NY with his wife, three children, and two dogs.  In his free time, Kevin enjoys exercising, cooking, and spending time with family and friends.  He also collaborates the with The Common Cents program to provide financial literacy education to pre-college teens.  The purpose of this program is to teach its participants personal finance, investing basics, and entrepreneurship practices.

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Joseph L. Soricelli, AIF®, AIFA®

Senior Pension Consultant

joe@f2partners.com

Family values and family security are what matter most to Joe and this is exhibited in the way he approaches his client’s.  Giving advice that will make client’s life’s better now and in the future is his goal.  A favorite phrase is “You can’t change history but you can plan for the future.”   He looks for the positives and focuses on solutions not problems in our complicated life’s.  He takes the confusion out of the issues and decisions client’s face through clear two-way communication.  He enjoys life and competition, from playing Santa during Christmas to lowering his handicap on the Golf Course. 

Joe spends much of his time in the community giving educational presentations about a wide- array of Aging Issues that we all will face at some point for ourselves or our loved ones. This is done through the  “Aging Issues Info”  Not For Profit which he is a founding Board Member.  The goal is to educate seniors and their families taking the stress out of decisions on Medicare, Medicaid, Long-Term Care, Housing, Estate Planning, Income Planning, Asset Protection, and Fraud Prevention.  This is all done from his years of both personal and professional experiences in conjunction with other professionals in each field.

Joe and Paula, his wife of 39 years, reside in Valhalla NY and have three grown children. Joe has received many awards over his 35 -year career. He is active in his church, Lions Club, the Alzheimer’s Association, as well as The Westchester Parks Foundation. He serves his hometown as a zoning board member and assists in stage productions at his local high school and community theater.

John Clancy, Insurance Specialist

John Clancy has been working with his clients in the insurance industry for over 29 years. He began his insurance career in 1991 working with Prudential Insurance Company in Ridgewood NJ. He has also held senior positions at Chase Insurance Agency and HSBC Insurance Agency. While at HSBC Insurance Services John worked in the Private Bank, Commercial Middle Market, and Governmental Banking Group offering consultative services for their municipal clients. The clients were located primarily up and down the east coast with the concentration from Massachusetts down through Virginia. It was in 2007 that John joined Flynn Financial Partners Ltd. as an Insurance Specialist. It was also in 2007 that John established Trinity Benefits LLC. Trinity Benefits LLC concentrates on Employee and Executive Benefits. John’s licenses include: Life and Health, Property and Casualty, Excess/Surplus Lines. John belongs to NALU (The National Association of Life Underwriters and to NAHU (National Association of Health Underwriters). John attended Rutgers College in New Brunswick NJ where he graduated in 1991 with a Bachelor of Arts in Economics. He lives in North Jersey, is married, and has 2 sons.

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Jennifer Walsh

Executive Assistant

jennifer@f2partners.com

Jennifer Walsh has been a vital component of the Flynn Financial Partners team since 2008. As the Executive Assistant, Jenn performs a variety of critical duties for the firm, helping clients with their needs, as well as providing support to senior partners, Mr. Flynn and Mr. Libersher.

Having worked within the industry since 2002, Jenn is no stranger to the finance world. She has taken on many roles for multiple wealth management professionals, beginning as a sales assistant and eventually moving into client services and operations.

In her free time, Jenn enjoys traveling, hiking, and working out. When she is not out and about, she can be found baking alongside her cat, Beijing.

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James Pigot

Retirement Services Associate

Jimmy joined Flynn Financial in June 2020 as an associate on the Retirement Team. As an associate, Jimmy is dedicated to supporting our client’s retirement needs through collaboration with the Flynn Financial Team and the vendors we do business with. He is goal-oriented and always striving for the next challenge. Since joining Flynn Financial, he has completed the Securities Industries Essentials exam along with the Series 7 held with LPL Financial. He currently has his sights set on the Series 66 and the CPFA exams for the near future.  

Jimmy values the family-oriented environment Flynn Financial provides as well as the opportunity to help people in any way he can. Some of his interests outside of the workplace are spending time with friends & family and watching sports. He also enjoys volunteering for the charity BakingMemories4Kids, which helps send children with life threatening illnesses on an all-expense paid trip of a lifetime to Disney World with their families.

Prior to joining Flynn Financial, he graduated Summa Cum Laude from SUNY Binghamton’s School of Management in May 2020, with a concentration in finance and management information systems. While studying finance and MIS he developed an interest in the finance industry and is now beginning his career at Flynn Financial with great drive and enthusiasm.

Jimmy is very excited to be at Flynn Financial, matching his values with his career path. He looks forward to all the challenges yet to come and all the great times that are around the corner. 

Ian Ritchie

Investment Services and Support Associate

Ian joined Flynn Financial as the Investment Services and Support Associate in September 2019. He is focused on assisting our advisors in daily portfolio management, financial planning, and preparing account performance analysis. Ian works to ensure that our individual, municipal, and retirement plan clients institute and maintain investment plans and consistency that help them pursue their long-term goals. He is Series 7 & 66 registered with LPL Financial.

Prior to joining Flynn Financial, Ian studied Finance at Boston College in Chestnut Hill, Massachusetts. While attending BC, Ian was a 1st Team All-ACC Middle Distance Runner and an NCAA All-Academic Student.

Ian worked for various start-up, private equity, and investment firms including JPMorgan while completing his bachelor’s degree and earning Dean’s List honors.

Ian lives in New York City and spends most of his time outside of work continuing to run competitively for the Central Park Track Club as part of their International Elite Program.

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Jennifer Malespina

Client Services Associate

As the newest addition to Flynn Financial Partners(F2), Jennifer Malespina has joined the team as a Client Services Associate. She serves an integral role in supporting advisors as well as working with clients. With a background in Marketing, Jen is also devoted to the implementation of new strategies to increase Flynn Financial’s brand awareness and engagement. 

Jen recently graduated from Penn State University where she received her Bachelor’s Degree from the Smeal College of Business. While attending PSU, she held executive leadership positions on both the Marketing and Recruitment teams within her sorority. Continuing her education within the financial services industry, Jen is currently studying to take the Securities Industry Essentials exam in anticipation of obtaining her FINRA Series 7 license.

Outside of the office, Jen is passionate about sustainability and helping others through several nonprofits. One foundation in particular that she holds near to her heart, “Dominique’s Journey” is dedicated to fundraising in support of St. Jude Children’s Research Hospital and Hackensack University Medical Center. In her free time, Jen can be found painting, traveling, and going to the beach with her friends & family.

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  •   56 Harrison Street Suite 203, New Rochelle, New York 10801
  •   212-490-4580
  •  info@f2partners.com

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Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Investment advice offered through Private Advisor Group, LLC, a Registered Investment Advisor.  Private Advisor Group, LLC and Flynn Financial Partners, Ltd. are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, CT, DC, FL, GA, ID, IL, MA, MD, NC, NJ, NY, OH, TX, VA.

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