Jim McCarthy
Analyst-Equity bij Capital Planning Advisors LLC
Profiel
Mr. James F.
McCarthy is a Portfolio Manager & Vice President of Investment Research at Capital Planning Advisors LLC.
Mr. McCarthy has been in the investment management industry for over 20 years working with high net worth individuals and family groups.
His investment experience involves managing risk in client portfolios through bull and bear markets with rigorous, bottoms-up securities analysis along with a top-down, macro outlook designed emphasizing preservation and grow of capital.
Most recently he was the senior partner for Legacy Capital Management, a boutique investment adviser where he managed the investment process, portfolio management, operations and compliance.
His career started with a real estate syndication firm where he gained exposure to commercial real estate, taxation and new product development.
He is a member of the CFA Society Sacramento and holds a Bachelor of Science Degree in Finance from the University of Colorado, Boulder.
He has CFA designation.
Actieve functies van Jim McCarthy
| Bedrijven | Functie | Begin |
|---|---|---|
Capital Planning Advisors LLC
 Capital Planning Advisors LLC Investment ManagersFinance Capital Planning Advisors LLC is a SEC-registered investment advisor headquartered in Roseville, California. The firm was founded by Lawrence “Larry” Hansen in 2006 and is a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. Capital Planning Advisors serves individuals, families, businesses and institutional clients with comprehensive financial planning and wealth management services. | Analyst-Equity | 01-01-2017 |
Eerdere bekende functies van Jim McCarthy
| Bedrijven | Functie | Einde |
|---|---|---|
Legacy Capital Management, Inc.
 Legacy Capital Management, Inc. Investment ManagersFinance Founded in 1993 by Joe Milam, Legacy Capital Management, Inc. is a registered investment advisor located in Roseville, California. | President | 30-03-2017 |
Opleiding van Jim McCarthy
| The University of Colorado | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Legacy Capital Management, Inc.
Legacy Capital Management, Inc. Investment ManagersFinance Founded in 1993 by Joe Milam, Legacy Capital Management, Inc. is a registered investment advisor located in Roseville, California. | Finance |
Capital Planning Advisors LLC
Capital Planning Advisors LLC Investment ManagersFinance Capital Planning Advisors LLC is a SEC-registered investment advisor headquartered in Roseville, California. The firm was founded by Lawrence “Larry” Hansen in 2006 and is a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. Capital Planning Advisors serves individuals, families, businesses and institutional clients with comprehensive financial planning and wealth management services. | Finance |
