Edward McCarthy Email & Phone Number
Senior Wealth Advisor @ Focus Partners Wealth
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Edward McCarthy Location
- Albany, NY, US
Edward McCarthy Work
- Senior Wealth Advisor @ (June 2024 - Present)
- Vice President @ (July 2023 - January 2025)
- Associate Wealth Management Advisor @ (September 2021 - July 2023)
- Financial Planner @ (January 2021 - October 2021)
- Financial Planner @ (January 2019 - January 2021)
- Associate, Fixed Income Portfolio Management @ (July 2017 - January 2019)
- Associate - Equity Derivatives @ (October 2014 - July 2017)
- Associate - Equity Finance @ (December 2012 - October 2014)
- Analyst, Operations Control, IBG @ (June 2010 - November 2012)
- Client Relations Associate @ (September 2008 - June 2010)
Edward McCarthy Education
- Fordham University
Master of Business Administration (MBA) (Accounting and Finance)
2013-2016 - Manhattan University
Bachelor of Science (Finance / Economics)
2004-2008
Edward McCarthy Skills
- Financial Modeling
- Investments
- Financial Services
- Microsoft Excel
- Asset Managment
- Bonds
- Fixed Income
- Financial Analysis
- Capital Markets
- Investment Banking
- Mutual Funds
- Banking
- Finance
- Trading
- Equity Derivatives
Edward McCarthy Summary
- Edward McCarthy, based in Albany, NY, US, is currently a Senior Wealth Advisor at Focus Partners Wealth. Edward McCarthy brings experience from previous roles at Atlas Private Wealth Management, LLC, Albany Financial Group and Ayco, a Goldman Sachs Company. Edward McCarthy holds a 2013 - 2016 Master of Business Administration (MBA) in Accounting and Finance @ Fordham University. With a robust skill set that includes Financial Modeling, Investments, Financial Services, Microsoft Excel, Asset Managment and more. Edward McCarthy has 2 emails and 3 mobile phone numbers on RocketReach.
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