Jen Flaherty

Portfolio Manager-Equities at

Liberty Wealth Advisors LLC

Finance

Consumer Services

Profile

Ms. Jennifer C.
Flaherty is a Financial Advisor at Prime Capital Investment Advisors LLC and a Financial Advisor at Liberty Wealth Advisors LLC.
She has been helping clients toward their long-term financial goals since then.
She brings a range of experience to her position at the firm.
Ms. Flaherty has provided financial planning support to several financial advisor teams at Merrill Lynch, and has also worked at a small wealth management firm, helping clients develop personalized financial plans.
She worked in the mortgage and manufacturing industries, leading teams and improving products and processes.
Ms. Flaherty earned a Bachelor of Science degree in Chemical Engineering from Michigan State University.
She is a Six Sigma Black Belt and obtained her Quality Engineer Certification through the American Society of Quality and has attained a Personal Financial Planner certification from Oakland University, as well as the CFP certification and CRPC designation.

Jen Flaherty active positions

Companies	Position	Start
Liberty Wealth Advisors LLC Liberty Wealth Advisors LLC Investment ManagersFinance LWA is a long-term, strategic investment manager that utilizes low-cost exchange traded funds (ETFs) and mutual funds to build tax-efficient, globally diversified portfolios. The firm’s model portfolios are designed by their investment committee, rather than by their individual financial advisors, to provide a consistent and customizable investment experience for their clients. They take a holistic approach that considers client’s needs, goals, risk tolerance, and time horizon to recommend a strategic asset allocation that’s right for their situation.	Portfolio Manager-Equities	01/01/2008
Prime Capital Investment Advisors LLC Prime Capital Investment Advisors LLC Investment ManagersFinance PCIA generally uses various methods of analysis, such as bottom-up and top-down investing, charting, cyclical, fundamental, modern portfolio theory, technical, and thematic. In such circumstances, the firm research potential equity investments using their proprietary analytical models. Their equity research is designed to identify both small and large-cap companies that consistently deliver above-average returns to shareholders, that favor a conservative capital structure, and that generate cash flow internally to fund growth.	Portfolio Manager-Equities	01/12/2022

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Private companies	3
Michigan State University Michigan State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Liberty Wealth Advisors LLC Liberty Wealth Advisors LLC Investment ManagersFinance LWA is a long-term, strategic investment manager that utilizes low-cost exchange traded funds (ETFs) and mutual funds to build tax-efficient, globally diversified portfolios. The firm’s model portfolios are designed by their investment committee, rather than by their individual financial advisors, to provide a consistent and customizable investment experience for their clients. They take a holistic approach that considers client’s needs, goals, risk tolerance, and time horizon to recommend a strategic asset allocation that’s right for their situation.	Finance
Prime Capital Investment Advisors LLC Prime Capital Investment Advisors LLC Investment ManagersFinance PCIA generally uses various methods of analysis, such as bottom-up and top-down investing, charting, cyclical, fundamental, modern portfolio theory, technical, and thematic. In such circumstances, the firm research potential equity investments using their proprietary analytical models. Their equity research is designed to identify both small and large-cap companies that consistently deliver above-average returns to shareholders, that favor a conservative capital structure, and that generate cash flow internally to fund growth.	Finance