Edward Mccarthy

Edward Mccarthy Email and Phone Number

Senior Wealth Advisor @ Focus Partners Wealth
Albany, NY, US
Edward Mccarthy's Location
Albany, New York Metropolitan Area, United States
Edward Mccarthy's Contact Details
About Edward Mccarthy

Experienced Advisor with a demonstrated history of working in the financial services industry. Skilled servicing in Trading and Financial Analysis. Strong professional with a Master of Business Administration (MBA) focused in Accounting and Finance from Fordham Gabelli School of Business.

Edward Mccarthy's Current Company Details
Focus Partners Wealth

Focus Partners Wealth

View
Senior Wealth Advisor
Albany, NY, US
Website:
atlaspwm.com
Employees:
28
Edward Mccarthy Work Experience Details
  • Focus Partners Wealth
    Senior Wealth Advisor
    Focus Partners Wealth
    Albany, Ny, Us
  • Atlas Private Wealth Management, Llc
    Vice President
    Atlas Private Wealth Management, Llc Jul 2023 - Present
    Albany, New York Metropolitan Area
  • Atlas Private Wealth Management, Llc
    Associate Wealth Management Advisor
    Atlas Private Wealth Management, Llc Sep 2021 - Jul 2023
    Albany, New York Metropolitan Area
  • Albany Financial Group
    Financial Planner
    Albany Financial Group Jan 2021 - Oct 2021
    Albany, New York Metropolitan Area
    The financial consultants at Albany Financial Group provide financial planning services for Individuals and Businesses that incorporate:-Investment Management-Goals Based Financial Planning-Retirement Planning-Education Planning /College Planning-Portfolio Construction-Tax Efficiency Planning / Harvesting-Insurance Planning and Auditing-Estate / Medicaid Planning-Work Related Benefits Assistance-High Net Worth / UHNW Planning-Debt Optimization-Cash Flow-Matrimonial/Divorce Financial Planning• The financial consultants at Albany Financial Group are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and Albany Financial Group are separate entities from LPL Financial.• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• For a list of states in which the financial consultants affiliated with Albany Financial Group are registered to do business, please visit www.albanyfinancial.com• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
  • Ayco, A Goldman Sachs Company
    Financial Planner
    Ayco, A Goldman Sachs Company Jan 2019 - Jan 2021
    Albany, New York, United States
  • Ayco, A Goldman Sachs Company
    Associate, Fixed Income Portfolio Management
    Ayco, A Goldman Sachs Company Jul 2017 - Jan 2019
    Albany, New York Area
  • Goldman Sachs
    Associate - Equity Derivatives
    Goldman Sachs Oct 2014 - Jul 2017
    New York, New York, United States
  • Bmo Capital Markets
    Associate - Equity Finance
    Bmo Capital Markets Dec 2012 - Oct 2014
    New York, New York, United States
  • Bmo Capital Markets
    Analyst, Operations Control, Ibg
    Bmo Capital Markets Jun 2010 - Nov 2012
    Greater New York City Area
  • Morgan Stanley
    Client Relations Associate
    Morgan Stanley Sep 2008 - Jun 2010
    New York, New York, United States

Edward Mccarthy Skills

Financial Modeling Investments Valuation Financial Services Microsoft Excel Asset Managment Bonds Fixed Income Financial Analysis Capital Markets Investment Banking Mutual Funds Banking Finance Trading Equity Derivatives

Edward Mccarthy Education Details

Frequently Asked Questions about Edward Mccarthy

What company does Edward Mccarthy work for?

Edward Mccarthy works for Focus Partners Wealth

What is Edward Mccarthy's role at the current company?

Edward Mccarthy's current role is Senior Wealth Advisor.

What is Edward Mccarthy's email address?

Edward Mccarthy's email address is ed****@****pco.com

What schools did Edward Mccarthy attend?

Edward Mccarthy attended Fordham University, Manhattan College.

What skills is Edward Mccarthy known for?

Edward Mccarthy has skills like Financial Modeling, Investments, Valuation, Financial Services, Microsoft Excel, Asset Managment, Bonds, Fixed Income, Financial Analysis, Capital Markets, Investment Banking, Mutual Funds.

Who are Edward Mccarthy's colleagues?

Edward Mccarthy's colleagues are Scott Salisbury, Barnaby Bullard, Rebecca Dejesus, Lisa Britton, Bill Schmick, Christine Suozzi, Cfp®, G. David Hershey.

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