Forty nine years of relevant experience in the financial services industry and foundation mgmt. arenas - the first 20+ years holding increasingly complex executive positions on the "sell side of Wall Street" in strategic planning, credit/risk management, business consulting, capital markets and retail brokerage at UBS/PaineWebber, BOA/Security Pacific, Deloitte, Citibank and Pru-Bache respectively...... followed by 29+ years on the "buy side of Wall Street" actively managing our investment office and family foundation with my late father, Jack McCarthy - MP/CIO of Lord Abbett (est. 1929/$200B AUM). Served on the Portfolio Subcommittee for Wesleyan's endowment ($1.7B) and the investment committee of a Catholic healthcare system. Current (or past) member/Board of Director-Trustee of such groups as the Institute for Private Investors (IPI), The Greenwich Roundtable (TGR), The Gotham Triangle (TGT), Philanthropy New York (PNY), Council on Foundations (COF), FORGE. Extensive multi-decade experience in (a) non profit theater - past Chairman/current board member of Shaking The Tree - FWR 2018 award winner for thought leadership (www.shakingthetree.org), (b) film production and distribution - Partner/Lead Investor/Executive Producer with Quixotic Endeavors which develops and distributes documentaries on iconic brands and individuals (www.quixoticendeavors.com) and (c) social entrepreneurship - Mentor of the Year/ Coach/Judge at NYU/Stern's annual year long $300K BP competition(www.stern.nyu.edu)
Listed skills include Investments, Wealth Management, Alternative Investments, Hedge Funds, and 22 others.