![Darsi McCarthy](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profiel
Darsi Diane McCarthy is currently a Wealth Manager & Partner at Creative Planning LLC since 2011.
Formerly, worked as a Principal at Thompson McKinnon Securities, Inc. and as a Portfolio Manager at Charles Schwab & Co., Inc. (Broker).
Actieve functies van Darsi McCarthy
| Bedrijven | Functie | Begin |
|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Portefeuillebeheerder-Aandelen | 01-10-2011 |
Eerdere bekende functies van Darsi McCarthy
| Bedrijven | Functie | Einde |
|---|---|---|
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Thompson McKinnon Securities, Inc. | Corporate Officer/Principal | - |
Ervaring
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Actief
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Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
75
Eerstegraads connecties
3
Bedrijven verbonden in de eerste graad
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Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Thompson McKinnon Securities, Inc. | |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Finance |
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