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Michael McCarthy's email & phone

Position:Client Experience & Investment Management Lead at SAVVY WEALTH
Experience:14 years
Location:New York, New York, United States

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Work Experience

Client Experience & Investment Management Lead at SAVVY WEALTH

Jul 2022 - Current

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 - Jul 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 6 jobs. On average, Michael McCarthy works for one company for 1 year 8 months.

Education

Bachelor's Degree at Northeastern University

High School Diploma at Boston College High School

Current Company Information SAVVY WEALTH

Name: SAVVY WEALTH

Speciality: Wealth Management, KiwiSaver, Investments, Retirement Planning

Location: Wellington, New Zealand

HQ Phone: 02102687955

Description: Creating Extraordinary Retirements through goals focused, evidence based investing • Wealth Management • KiwiSaver Assistance • Retirement Planning https://calendly.com/sav...

Frequently Asked Questions

What is Michael McCarthy's minimum period of employment in the companies?

Michael McCarthy's minimum period of employment in various companies is 6 months.

What is Michael McCarthy's average duration of employment for different companies?

On average, Michael McCarthy works for one company for 1 year 4 months

What industries has Michael McCarthy worked in?

Michael McCarthy works in the Financial Services. Previously, Michael McCarthy worked in the Computer Software.

What positions has Michael McCarthy held before?

Previously, Michael McCarthy worked as a Portfolio Manager, and Associate Wealth Manager, and Institutional Investment Fund Analyst, and Private Markets Analyst Co-Op, and Fixed Income Analyst Co-Op.

How do I contact Michael McCarthy?

Michael McCarthy's email address is m*******l@savvywealth.co.nz, phone number is +1-***-***-9635. Sign up to get contact details.

Who are Michael McCarthy's peers at other companies?

Michael McCarthy's peers at other companies are Michael McCarthy

Michael McCarthy Namesakes

Name
Company
Position
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Regional Sales Manager

Similar profiles

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Client Experience & Investment Management Lead

Other employees at SAVVY WEALTH

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Wealth Manager at Savvy
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Financial Services Intern

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