Edward McCarthy Email & Phone Number
Senior Wealth Advisor @ Focus Partners Wealth
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Edward McCarthy Location
- Albany, NY, US
Edward McCarthy Work
- 2024 -now Senior Wealth Advisor @
- 2023 -2025 Vice President @
- 2021 -2023 Associate Wealth Management Advisor @
- 2021 -2021 Financial Planner @
- 2019 -2021 Financial Planner @
- 2017 -2019 Associate, Fixed Income Portfolio Management @
- 2014 -2017 Associate - Equity Derivatives @
- 2012 -2014 Associate - Equity Finance @
- 2010 -2012 Analyst, Operations Control, IBG @
- 2008 -2010 Client Relations Associate @
Edward McCarthy Education
- Fordham University
Master of Business Administration (MBA) (Accounting and Finance)
2013-2016 - Manhattan College
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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