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Robert McCarthy
Gestor de Cartera-Acciones en Creative Planning LLC .
Perfil
Robert Joseph McCarthy is currently a Wealth Manager at Creative Planning LLC since 2008.
Prior to this, he worked as a Financial Consultant at Merrill Lynch & Co., Inc. and as a Principal at KPMG LLP.
McCarthy completed his undergraduate degree from Rockhurst University in 1984.
Cargos activos de Robert McCarthy
Empresas | Cargo | Inicio |
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Creative Planning LLC
![]() Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Gestor de Cartera-Acciones | 01/09/2008 |
Antiguos cargos conocidos de Robert McCarthy.
Empresas | Cargo | Fin |
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KPMG LLP
![]() KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc. /Old/
![]() Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Consultor / Asesor | - |
Formación de Robert McCarthy.
Rockhurst University | Undergraduate Degree |
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Empresas relacionadas
Empresas privadas | 3 |
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Creative Planning LLC
![]() Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Finance |
Merrill Lynch & Co., Inc. /Old/
![]() Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
KPMG LLP
![]() KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Commercial Services |
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