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Perfil
Mr. Stephen J.
McCarthy, CFA MBA, is Vice President at SSgA Funds Management, Inc. Prior to joining SSgA Funds Management in 1998, he was at Batterymarch Financial Management, where he served as an emerging markets portfolio manager.
Before that, he was with the Federal Reserve, monitoring the safety and soundness of New England banks.
He was also a desk officer and country analyst at international commercial banks.
Mr. McCarthy holds his AB from Harvard College, a Master's degree in Classics and Philosophy from Corpus Christi College, Oxford University, U.K.
and an MBA from Columbia University.
He earned the Chartered Financial Analyst designation and is a past president of the Boston Security Analysts Society, an affiliate of CFA Institute
Antiguos cargos conocidos de Stephen J. McCarthy.
Empresas | Cargo | Fin |
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SSgA Funds Management, Inc.
![]() SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Gestor de Cartera-Acciones | 31/05/2010 |
QS Batterymarch Financial Management, Inc.
![]() QS Batterymarch Financial Management, Inc. Investment ManagersFinance Founded in 1969, QS Batterymarch Financial Management, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm is a wholly-owned, independently managed subsidiary of Legg Mason, Inc. (NYSE: LM). They provide investment advisory and sub-advisory services to a wide variety of institutional investors. Legg Mason, Inc.'s acquisition of QS Investors LLC was effective May 30, 2014. As a result, QS Investors, Batterymarch Financial Management, Inc. and Legg Mason Global Asset Allocation LLC became subject to common management and investment oversight, with the objective of integrating the firms to create a combined investment platform offering solutions, quantitative equity, liquid alternatives and multi-manager asset allocation. | Corporate Officer/Principal | - |
Formación de Stephen J. McCarthy.
Harvard University | Undergraduate Degree |
University of Oxford | Graduate Degree |
The Trustees of Columbia University in The City of New York | Masters Business Admin |
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Empresas privadas | 2 |
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SSgA Funds Management, Inc.
![]() SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Finance |
QS Batterymarch Financial Management, Inc.
![]() QS Batterymarch Financial Management, Inc. Investment ManagersFinance Founded in 1969, QS Batterymarch Financial Management, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm is a wholly-owned, independently managed subsidiary of Legg Mason, Inc. (NYSE: LM). They provide investment advisory and sub-advisory services to a wide variety of institutional investors. Legg Mason, Inc.'s acquisition of QS Investors LLC was effective May 30, 2014. As a result, QS Investors, Batterymarch Financial Management, Inc. and Legg Mason Global Asset Allocation LLC became subject to common management and investment oversight, with the objective of integrating the firms to create a combined investment platform offering solutions, quantitative equity, liquid alternatives and multi-manager asset allocation. | Finance |
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