Profil
Mr. Kevin McCarthy is a Vice President & Assistant Portfolio Manager at Equitable Investment Management Group LLC.
His responsibilities include portfolio analysis, portfolio evaluation, rebalancing and fund selection with respect to Asset Allocation Portfolios.
Mr. McCarthy also assists with trading ETFs investments.
Previously, he was a Senior Quantitative Analyst at Aviva Investors, a Risk Analyst at Kenmar Olympia Group, and a Quantitative Researcher at Tremont Capital Management.
He holds a BS in Economics from the State University of New York and a MBA focused in Finance from Baruch College.
Aktiva positioner av Kevin McCarthy
| Företag | Position | Start |
|---|---|---|
Equitable Investment Management Group LLC
Equitable Investment Management Group LLC Investment ManagersFinance EIM is responsible for identifying suitable investment advisors for the sub-advised portfolios. The firm conducts due diligence reviews of existing and prospective investment advisers before selection and retention. Their due diligence reviews are designed to recognize, assess and mitigate risks associated with the selection and oversight of portfolio sub-advisors. EIM’s investment advisor selection process was developed to identify investment management organizations that they believe can add value to the portfolios consistently. | Portföljförvaltare-Aktier | 2015-08-01 |
Kevin McCarthys utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
Första gradens relationer
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 3 |
|---|---|
Equitable Investment Management Group LLC
Equitable Investment Management Group LLC Investment ManagersFinance EIM is responsible for identifying suitable investment advisors for the sub-advised portfolios. The firm conducts due diligence reviews of existing and prospective investment advisers before selection and retention. Their due diligence reviews are designed to recognize, assess and mitigate risks associated with the selection and oversight of portfolio sub-advisors. EIM’s investment advisor selection process was developed to identify investment management organizations that they believe can add value to the portfolios consistently. | Finance |
State University of New York College at Plattsburgh
State University of New York College at Plattsburgh Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Baruch College
Baruch College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















