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Bob Mccarty Email & Phone Number

Vice President, Advisor, EP Wealth Advisors at EP Wealth Advisors
Location: Atlanta Metropolitan Area, United States, United States 11 work roles 3 schools
1 work email found @epwealth.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email b****@epwealth.com
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Current company
EP Wealth Advisors
Role
Vice President, Advisor, EP Wealth Advisors
Location
Atlanta Metropolitan Area, United States, United States
Company size
516 employees

Who is Bob Mccarty? Overview

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Quick answer

Bob Mccarty is listed as Vice President, Advisor, EP Wealth Advisors at EP Wealth Advisors, a company with 516 employees, based in Atlanta Metropolitan Area, United States, United States. AeroLeads shows a work email signal at epwealth.com and a matched LinkedIn profile for Bob Mccarty.

Bob Mccarty previously worked as Vice President, Advisor at Ep Wealth Advisors and Senior Wealth Advisor at Ep Wealth Advisors. Bob Mccarty holds Mba, Business from Wake Forest University School Of Business.

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Email format at EP Wealth Advisors

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{first_initial}{last}@epwealth.com
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Profile bio

About Bob Mccarty

Senior Financial & Operations Leader with unique blend of cross industry, large scale strategic planning, P&L management, and operations leadership experience. Specific expertise includes Financial Planning & Analysis, Corporate & Operational Planning, Business Process Re-engineering, Enterprise Performance Reporting, Corporate & Business Unit Leadership, Market & Competitive Intelligence, and post-M&A integration.Strong results-orientation, with representative results including: - spearheaded strategic planning process to include financial planning, analysis, monitoring, and reporting for national security laboratory which produces $2.3B annual revenue;- credited with streamlining enterprise accounting and financial reporting processes for technology venture firm, gaining efficiency savings of more than 17% without impacting service levels;- accustomed to building partnerships at all levels of each organization served from senior leadership to frontline operations, influencing change and improving performance; - drove revenue capture success of 65% for 501(c)(3) organization through sponsorship recruitment strategies, grants, and creating valuable community partnerships. Recognized For:Strategic Thinking, Leadership, Innovative Problem Solving, Collaboration, Building Trust, Intelligence, Superior Execution

Listed skills include Program Management, Strategic Planning, Entrepreneurship, Positioning, and 46 others.

Current workplace

Bob Mccarty's current company

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EP Wealth Advisors
Ep Wealth Advisors
Vice President, Advisor, EP Wealth Advisors
Atlanta, GA, US
Website
epwealth.com
Employees
516
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11 roles · 40 years

Bob Mccarty work experience

A career timeline built from the work history available for this profile.

Vice President, Advisor

Current
Ep Wealth Advisors

Torrance, California, US

Apr 2024 - Present

Managing Partner, Atlanta

Warren Financial Service

For more than four decades, Warren Financial Service has been advising individuals, families and businesses on how to turn their financial goals into reality. The WFS distinction exists in our belief that a client's reason for investing is built on much more than a specific objective. We invest in a greater purpose. We help our clients grow, manage, and.

Apr 2015 - Dec 2022

Senior Advisor To Ceo & Cfo

Technology Ventures Corporation

Provide guidance and support to company leadership including special projects related to new business development, transitioning new CFO, project close-out, and federal program reporting requirements.

Jul 2014 - Apr 2015

Director Of Business Operations & Cfo

Technology Ventures Corporation

Directs all finance and operations management of 501(c)(3) subsidiary of Lockheed Martin; supporting entrepreneurs to commercialize technologies and create jobs. Drove long-term strategic planning process including clear vision, actionable implementation plans resulting in new business model and re-energized work group.Streamlined enterprise accounting and.

Jan 2011 - Jul 2014

Strategic Planning | Portfolio Business Manager

Sandia National Laboratories

Albuquerque, NM, US

Oversaw business function for NNSA Nuclear Nonproliferation Program portfolio and later elevated to enterprise wide role, facilitating senior executive team through developing and deploying annual strategic plan for $2.3B national security laboratory.Introduced formal strategic planning processes and tools enabling alignment of goals, strategies, and.

2006 - 2011 ~5 yrs

Owner & Principal Consultant

Airisgroup

Co-founded management consulting firm, supplying expertise in generating compelling business plans, accurate financial analyses, competitive intelligence, market research, and organizational effectiveness strategies.Provided investment analysis for a national equity investment firm, conducted detailed due diligence, and applied program management expertise.

2001 - 2006 ~5 yrs

Director Business Improvement Programs

Avery Dennison

Mentor, Ohio, US

Recruited by rising executive for business strategy knowledge to join his team and provide execution leadership.Led innovative Internet business start-up focused on retail supply chain, outside of company’s core business. Developed comprehensive commercial strategy, including branding, sales strategies, marketing collateral and organizational structure.

2000 - 2001 ~1 yr

Senior Manager

Arthur Andersen Business Consulting

Successfully sold and delivered services in business strategy, competitive intelligence, market research, organizational design, incentive compensation, merger and integration planning/ execution, and customer relationship management systems.Exceeded plan by 18% and year over year’s results by 135% by generating and marketing a proven track record of.

1998 - 2001 ~3 yrs

Marketing & Financial Leadership

General Electric

Boston, MA, US

1986 - 1998 ~12 yrs
Team & coworkers

Colleagues at EP Wealth Advisors

Other employees you can reach at epwealth.com. View company contacts for 516 employees →

AF Adam Fein Adam Fein Colleague at Ep Wealth Advisors Portland, Oregon, United States, United States View → MM Michael Mcgrath, Ms, Cfp, Clu Michael Mcgrath, Ms, Cfp, Clu Colleague at Ep Wealth Advisors Los Angeles County, California, United States, United States View → JW Joan Wenglikowski, Cfp® Joan Wenglikowski, Cfp® Colleague at Ep Wealth Advisors San Luis Obispo, California, United States, United States View → MM Mike Mcginley, Cfp®, Aif® Mike Mcginley, Cfp®, Aif® Colleague at Ep Wealth Advisors Phoenix, Arizona, United States, United States View → RB Ross Bernstein Ross Bernstein Colleague at Ep Wealth Advisors Hermosa Beach, California, United States, United States View → MC Megan Carden, Cfp® Megan Carden, Cfp® Colleague at Ep Wealth Advisors San Luis Obispo, California, United States, United States View → JB Jason Brown, Cfp® Jason Brown, Cfp® Colleague at Ep Wealth Advisors Paradise Valley, Arizona, United States, United States View → RJ Richard Janke, Cfp®️ Richard Janke, Cfp®️ Colleague at Ep Wealth Advisors Sandy, Utah, United States, United States View → KC Karen Chan Karen Chan Colleague at Ep Wealth Advisors Los Angeles Metropolitan Area, United States View → MP Mollie Privett, Cfp® Mollie Privett, Cfp® Colleague at Ep Wealth Advisors San Diego, California, United States, United States View →
3 education records

Bob Mccarty education

Mba, Business

Wake Forest University School Of Business

Certificate In Private Capital Markets

Pepperdine Graziadio Business School

Bmus, Piano Performance And Jazz Studies

Oakland University
FAQ

Frequently asked questions about Bob Mccarty

Quick answers generated from the profile data available on this page.

What company does Bob Mccarty work for?

Bob Mccarty works for EP Wealth Advisors.

What is Bob Mccarty's role at EP Wealth Advisors?

Bob Mccarty is listed as Vice President, Advisor, EP Wealth Advisors at EP Wealth Advisors.

What is Bob Mccarty's email address?

AeroLeads has found 1 work email signal at @epwealth.com for Bob Mccarty at EP Wealth Advisors.

Where is Bob Mccarty based?

Bob Mccarty is based in Atlanta Metropolitan Area, United States, United States while working with EP Wealth Advisors.

What companies has Bob Mccarty worked for?

Bob Mccarty has worked for Ep Wealth Advisors, Warren Financial Service, Technology Ventures Corporation, Sandia National Laboratories, and Airisgroup.

Who are Bob Mccarty's colleagues at EP Wealth Advisors?

Bob Mccarty's colleagues at EP Wealth Advisors include Adam Fein, Michael Mcgrath, Ms, Cfp, Clu, Joan Wenglikowski, Cfp®, Mike Mcginley, Cfp®, Aif®, and Ross Bernstein.

How can I contact Bob Mccarty?

You can use AeroLeads to view verified contact signals for Bob Mccarty at EP Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Bob Mccarty attend?

Bob Mccarty holds Mba, Business from Wake Forest University School Of Business.

What skills is Bob Mccarty known for?

Bob Mccarty is listed with skills including Program Management, Strategic Planning, Entrepreneurship, Positioning, Market Analysis, Competitive Analysis, Six Sigma, and Management.

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