With work experience over 53 years, this person is nowadays working at McCarthy Wealth Solutions as a Owner. Jim received his education from 1977 to 1981 at the Pace University - Lubin School of Business. Jim lives in New York, New York. To contact Jim, you can look for their phone number or email address or receive exhaustive info by requesting access to their additional details on this website.
Name variants:
James Mccarthy
Contact Information
Workplace
Owner
Fairport, NY
Industry
Financial Services, To Conduct Professional Financial Services In The Securities And Insurance Business, Financial Planning Consultants
Colleagues
Work History
Owner
Provide comprehensive wealth management solutions to families and small business owners.
My business is people and their financial well being. I provide solutions for my clients long-term fi...
from Jan 2010
Wealth Management Specialist
Raymond James & Associates is a full-service Financial Planning and Investment Management firm.
My business is people and their financial well being. I provide solutions for my clients ...
Feb 2007 — Feb 2010
Investment Counselor
assist individuals and small business owners manage retirement assets
Jul 2003 — Feb 2007
Business Manager
Business Manager at Bill Communications and later at VNU Business Publications after acquisition.
1999 — 2001
Business Manager
Business Manager in Thomson Medical Economics Publishing group
1987 — 1990
Financial Manager
Held various Financial Management positions in the trade magazine publishing industry. Areas managed included financial reporting, budgeting, cash / treasury management.
Jan 1978 — May 2003
Assistant Controller
Managed accounting and financial reporting for privately-held newspaper and magazine publishing firm
1978 — 1981
Education
1977 — 1981
Occupations
Executive
Owner
Advisor
Chief Executive
Skills
Strategic Financial Planning
Estate Planning
Wealth Management
Investment Management
Accounting
Small Business
Securities
Managerial Finance
Tax
Wealth
Financial Services
Notary Public
FAQs about Jim McCarthy
What's the main profession of Jim McCarthy?
Jim McCarthy is a Owner.
What are the profession of This expert?
These person's professions are Executive and Owner
Where is Jim McCarthy currently located?
Jim is currently located in New York, New York.
Where did Jim McCarthy work?
Jim McCarthy worked at McCarthy Wealth Solutions LLC, Raymond James & Associates.
Where has Jim McCarthy studied?
Jim studied at the Pace University - Lubin School of Business from 1977 to 1981.
Are there any special awards Jim McCarthy ever received?
Jim McCarthy received awards and these awards are: Graduate Leadership Morris Class 2008.
What is professional industry that Jim McCarthy is connected to?
Jim works in Investment Management industry.
Are there any skills Jim McCarthy has?
This professional has such skills as Strategic Financial Planning, Estate Planning, Wealth Management, Investment Management, Accounting, Small Business, Securities, Managerial Finance, and Tax.