Jim McCarthy Email & Phone Number
Portfolio Manager, Vice President of Investment Research @ Capital Planning Advisors
5 free lookup(s).
Jim McCarthy Location
- Roseville, CA, US
Jim McCarthy Work
- 2017 - now Portfolio Manager, Vice President of Investment Research @
- 2013 - 2016 President and Chief Investment Officer @
- 2006 - 2012 Chief Operations Officer @
- 1996 - 2005 Various @
Jim McCarthy Education
- Colo
Bachelor of Science (Business Administration, Finance)
1982 - 1986
Jim McCarthy Skills
- Investments
- Equities
- Hedge Funds
- Portfolio Management
- Valuation
- Fixed Income
- Financial Analysis
- Asset Management
- Alternative Investments
- Investment Management
- Mutual Funds
Jim McCarthy Summary
- Jim McCarthy, based in Roseville, CA, US, is currently a Portfolio Manager, Vice President of Investment Research at Capital Planning Advisors. Jim McCarthy brings experience from previous roles at Legacy Capital Management. Jim McCarthy holds a 1982 - 1986 Bachelor of Science in Business Administration, Finance @ Colo. With a robust skill set that includes Investments, Equities, Hedge Funds, Portfolio Management, Valuation and more. Jim McCarthy has 2 emails on RocketReach.
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Top Capital Planning Advisors Employees
Larry Hansen
Founder
Roseville, CA, US
Jim McCarthy
Portfolio Manager, Vice President of Investment Research
Roseville, CA, US
Angelica Powell
Customer Service Specialist
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Lisa Goudy
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Elaine Ebbert
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Sacramento, CA, US
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