Jim McCarthy

Analyst-Equity chez Capital Planning Advisors LLC

Profil

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.

Postes actifs de Jim McCarthy

Sociétés	Poste	Début
Capital Planning Advisors LLC	Analyst-Equity	01/01/2017

Anciens postes connus de Jim McCarthy

Sociétés	Poste	Fin
Legacy Capital Management, Inc.	President	30/03/2017

Formation de Jim McCarthy

The University of Colorado

Undergraduate Degree