Robert Paul Mccarthy is a qualified expert, that works in Independent Consultant on the position of Experienced Buy and Sell Side Industrials Analyst since 2020. Robert gained professional experience in more than 15 positions at different companies. Robert Paul Mccarthy went to the The Wharton School and was studying from 1999 to 2001. This person has these professional qualifications: Chartered Financial Analyst, 162977, and Michigan Property and Casualty Insurance License. Cambridge, Massachusetts is the area, where this expert was known to settle. This expert's email address and number are easily accessed through this website on demand.
Name variants:
Bob Mccarthy,
Bobbie Mccarthy,
Bobby Mccarthy,
Dob Mccarthy,
Rob Mccarthy,
Robbie Mccarthy,
Robby Mccarthy,
Robin Mccarthy,
Bert Mccarthy,
Bertie Mccarthy
Last updated Jun 16, 2024
Contact Information
Last Update
Jul 6, 2022
Email
ro**@ubs.com
Location
Cambridge, MA
Company
Independent Consultant
Workplace
Experienced Buy and Sell Side Industrials Analyst
Work History
Managing Director, Senior Analyst, Equity Research
501 north Broadway St, Louis, MO
2014 — Jul 2018
Financial Advisor
1585 Broadway, New York, NY 10003
Advised clients on various investment products and assisted them with their risk tolerance and asset allocation objectives.
Oct 2008 — May 2010
Financial Consultant
Gilbert, AZ
Helped small business owners to create budgets/forecasts, reviewed financial statements and recommended strategies to improve performance, negotiated banking relationships and loan proposals...
from May 2008
Director, Analyst and Portfolio Manager
Managed an industrial portfolio for a major institutional hedge fund. Analyzed industrial stocks, performed in-depth company due diligence, market and financial analysis and made portfolio d...
Mar 2008 — Jun 2013
Vice President, Senior Analyst, Equity Research
100 north Tryon St, Charlotte, NC 28202
Led a four person team (two associates, one administrative assistant) covering 17 companies in the Electrical Equipment/Multi-Industry sector (company tickers: AYI, CBE, DHR, EMR, GE, GLYT, ...
May 2006 — Feb 2008
Director, Senior Analyst, Equity Research
Led a three person team ((including an associate and administrative assistant) covering 13 companies in the Industrial Multi-Industry sector (company tickers: AYI, CBE, EMR, GE, GLYT, GWW, H...
Mar 2004 — May 2006
Senior Associate, Equity Research
1585 Broadway, New York, NY 10003
Initiated on three companies in the Electrical Equipment sector (EMR, GWW and ROK). Supported I.I. ranked analyst Scott Davis (currently ranked #1). Wrote, edited and compiled detailed finan...
Aug 2001 — Mar 2004
Associate, Healthcare Investment Banking Group
Supported senior bankers working on financings and mergers and acquisitions advisory in the health care services, medical technology and biotechnology industries. Executed on 5 equity offeri...
Jul 1997 — Jul 1999
President and Chief Executive Officer
Created the bank and sold the initial stock, selected a Board of Directors, hired and managed staff, acted as Head of Lending and Business Development, Chief Financial Officer, chaired sever...
Feb 1997 — Aug 2008
Summer Associate
55 Hudson Yards, New York, NY
Worked as a second year associate in the corporate department of this global NY-based law firm.
May 1996 — Aug 1996
Vp- Commercial Loans
Credit Analyst, Credit Manager, Commercial Loan Officer, Business Development, Assistant Dept. Head
Sep 1987 — Feb 1997
Education
1999 — 2001
1994 — 1997
1990 — 1994
1989 — 1990
1987 — 1990
1983 — 1987
upto
Occupations
Analyst
Executive
Chief Executive Officer
Analysts
Corporate Executive
Chief Executive
Skills
Hedge Funds
Equity Research
Equities
Technical Analysis
Capital Markets
Alternative Investments
Valuation
Investment Banking
Bloomberg
Financial Modeling
Fixed Income
Equity Valuation
Investments
Portfolio Management
Asset Managment
Chartered Financial Analyst
Financial Analysis
Mergers and Acquisitions
Mutual Funds
Institutional Investments
Asset Allocation
Risk Management
Asset Management
General Awesomeness
Awesomeness
Series 7
Trading
Accounting
Business Development
Management
Insurance
Cash Management
Financial Projection
Board Administration