Jim McCarthy

Analyst-Equity chez

Capital Planning Advisors LLC

Finance

Consumer Services

Profil

Mr. James F.
McCarthy is a Portfolio Manager & Vice President of Investment Research at Capital Planning Advisors LLC.
Mr. McCarthy has been in the investment management industry for over 25 years working with high net worth individuals and family groups.
His investment experience involves managing risk in client portfolios through bull and bear markets with rigorous, bottoms-up securities analysis along with a top-down, macro outlook designed emphasizing preservation and grow of capital.
Most recently he was the senior partner for Legacy Capital Management, a boutique investment adviser where he managed the investment process, portfolio management, operations and compliance.
His career started with a real estate syndication firm where he gained exposure to commercial real estate, taxation and new product development.
He is a member of the CFA Society Sacramento and holds a Bachelor of Science Degree in Finance from the University of Colorado, Boulder.
He has CFA designation.

Postes actifs de Jim McCarthy

Sociétés	Poste	Début
Capital Planning Advisors LLC Capital Planning Advisors LLC Investment ManagersFinance Capital Planning Advisors constructs globally diversified, risk-balanced portfolios and manages clients’ assets with a personalized tax and cash flow in mind. The firm builds and manages diversified portfolios that incorporate both public and private equity, credit, real estate and infrastructure investments.	Analyst-Equity	01/01/2017

Tous les postes actifs de Jim McCarthy

Anciens postes connus de Jim McCarthy

Sociétés	Poste	Fin
Legacy Capital Management, Inc. Legacy Capital Management, Inc. Investment ManagersFinance Legacy Capital Management constructs customized portfolios comprised of individual stocks, bonds and money market securities. They apply strict valuation and buy disciplines to their investment decisions and carefully review each security's characteristics to ensure they meet the firm's stringent criteria. Legacy constructs portfolios so that no single position can adversely affect the overall portfolio performance. All of the firm's research is performed in-house. Fundamental analysis is employed to determine which securities to buy. Legacy focuses on company-specific financial statements to identify the operating momentum and intrinsic value of a company. They use a discounted cash flow framework to select companies that are improving the productivity of their asset base and whose management understands the fundamental drivers that create shareholder wealth. Legacy then uses valuation tools and company-specific information to determine an attractive price at which to purchase the stock. They also review industry and company trends to evaluate the risk/return profile of each investment. Legacy employs technical analysis to identify patterns in stock price movement and to determine when to purchase a stock. They leverage independent, industry-leading tools to track cycles of investor sentiment and forecast changes in market leadership and direction. These tools help them identify impending shifts in market direction. Legacy applies these insights to industry sectors and individual stocks to optimize the final timing of their purchase and sell decisions.	President	30/03/2017

Voir l'expérience en détail de Jim McCarthy

Formation de Jim McCarthy

Expériences
Fonctions occupées

Actives

Inactives

Sociétés cotées

Entreprise privées

Voir l'expérience en détail de Jim McCarthy

Relations

Relations au 1er degré

Entreprises liées au 1er degré

Homme

Femme

Administrateurs

Exécutifs

Voir le réseau personnel

Sociétés liées

Entreprise privées	3
Legacy Capital Management, Inc. Legacy Capital Management, Inc. Investment ManagersFinance Legacy Capital Management constructs customized portfolios comprised of individual stocks, bonds and money market securities. They apply strict valuation and buy disciplines to their investment decisions and carefully review each security's characteristics to ensure they meet the firm's stringent criteria. Legacy constructs portfolios so that no single position can adversely affect the overall portfolio performance. All of the firm's research is performed in-house. Fundamental analysis is employed to determine which securities to buy. Legacy focuses on company-specific financial statements to identify the operating momentum and intrinsic value of a company. They use a discounted cash flow framework to select companies that are improving the productivity of their asset base and whose management understands the fundamental drivers that create shareholder wealth. Legacy then uses valuation tools and company-specific information to determine an attractive price at which to purchase the stock. They also review industry and company trends to evaluate the risk/return profile of each investment. Legacy employs technical analysis to identify patterns in stock price movement and to determine when to purchase a stock. They leverage independent, industry-leading tools to track cycles of investor sentiment and forecast changes in market leadership and direction. These tools help them identify impending shifts in market direction. Legacy applies these insights to industry sectors and individual stocks to optimize the final timing of their purchase and sell decisions.	Finance
The University of Colorado The University of Colorado Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Capital Planning Advisors LLC Capital Planning Advisors LLC Investment ManagersFinance Capital Planning Advisors constructs globally diversified, risk-balanced portfolios and manages clients’ assets with a personalized tax and cash flow in mind. The firm builds and manages diversified portfolios that incorporate both public and private equity, credit, real estate and infrastructure investments.	Finance