Timothy K. McCarthy
Corporate Officer/Principal bei CFA Institute
Profil
Mr. McCarthy joined Santa Barbara Asset Management in 2003.
He most recently was the managing partner of Capital Partners, LLC., an investment counseling firm located in Pasadena, California.
Prior to that he was a senior vice president and partner with Van Deventer & Hoch for 14 years.
He has also held the position of registered principal with Dean Witter Reynolds.
Mr. McCarthy has a BS in Business Administration from the University of Redlands.
He is also a member of the Los Angeles Society of Financial Analysts and the CFA Institute.
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Aktive Positionen von Timothy K. McCarthy
Unternehmen | Position | Beginn |
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CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | 12.05.2011 |
Ehemalige bekannte Positionen von Timothy K. McCarthy
Unternehmen | Position | Ende |
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Heartwood Partners, LLC
Heartwood Partners, LLC Investment ManagersFinance Heartwood Partners, LLC(Heartwood Partners) is a private equity firm founded in 1982 by Brian Fitzgerald. The firm is headquartered in Norwalk, Connecticut. | Corporate Officer/Principal | 31.12.2002 |
Whittier Trust Co.
Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Corporate Officer/Principal | - |
Dean Witter Reynolds, Inc. | Corporate Officer/Principal | - |
Santa Barbara Asset Management LLC
Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds. | Corporate Officer/Principal | - |
Ausbildung von Timothy K. McCarthy
University of Redlands | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 5 |
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Santa Barbara Asset Management LLC
Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds. | Finance |
Whittier Trust Co.
Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Finance |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
Dean Witter Reynolds, Inc. | Finance |
Heartwood Partners, LLC
Heartwood Partners, LLC Investment ManagersFinance Heartwood Partners, LLC(Heartwood Partners) is a private equity firm founded in 1982 by Brian Fitzgerald. The firm is headquartered in Norwalk, Connecticut. | Finance |