Michael McCarthy

Michael McCarthy: Email & Phone Number

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Strategic Growth Solutions Engineer at SAVVY WEALTH|United States

Position:

Strategic Growth Solutions Engineer at SAVVY WEALTH

Location:

United States

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Last updated: 2026-08-19
Updated: 2026-08-19

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Work Experience 14 years

Strategic Growth Solutions Engineer at SAVVY WEALTH

Mar 2026 - Current

Head of RIA Operations at SAVVY WEALTH

Jul 2022 - Mar 2026

Portfolio Manager at Ballentine Partners, LLC

Apr 2019 - Jun 2022

Associate Wealth Manager at BNY Wealth

Sep 2016 - Apr 2019

Institutional Investment Fund Analyst at J.P. Morgan

Dec 2015 - Aug 2016

Private Markets Analyst Co-Op at John Hancock

Jul 2014 - Jan 2015

Fixed Income Analyst Co-Op at Wellington Management

Jun 2013 - Feb 2014

Business Development/Financial Analyst Co-Op at Rakuten International

Jul 2012 - Jan 2013

Michael McCarthy started working in 2012, then the employee has changed 6 companies and 7 jobs. On average, Michael McCarthy works for one company for 1 year 6 months.

Michael holds Certified Financial Planner (CFP) and Series 65 certifications.

Education

Bachelor's Degree at Northeastern University

High School Diploma at Boston College High School

Michael McCarthy Namesakes

Name
Company
Position
Michael McCarthy
Tax Intern - Financial Services
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Michael McCarthy
Sales & Education Executive, Southwest
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Michael McCarthy
Colliers Facility Solutions
MEP Technical Consultant
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Ani Vedere
Senior Research Analyst
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Karan Nagar
Senior Software Engineer
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Artur Montenegro
Senior Software Engineer
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Jeremy
Strategic Finance & Ops
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Elena Schumakoff
Senior Client Associate
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Kevin
Senior Client Service Associate
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Augusto Terra
Senior Software Engineer
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Michael McCarthy
Strategic Growth Solutions Engineer
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Fernando Marques
Technical Lead Manager
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Avi Claire Chabot
Senior Client Associate
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