Kevin McCarthy

Portfolio Manager-Equities at

Equitable Investment Management Group LLC

Consumer Services

Finance

Profile

Mr. Kevin McCarthy is a Vice President & Assistant Portfolio Manager at Equitable Investment Management Group LLC.
His responsibilities include portfolio analysis, portfolio evaluation, rebalancing and fund selection with respect to Asset Allocation Portfolios.
Mr. McCarthy also assists with trading ETFs investments.
Previously, he was a Senior Quantitative Analyst at Aviva Investors, a Risk Analyst at Kenmar Olympia Group, and a Quantitative Researcher at Tremont Capital Management.
He holds a BS in Economics from the State University of New York and a MBA focused in Finance from Baruch College.

Kevin McCarthy active positions

Companies	Position	Start
Equitable Investment Management Group LLC Equitable Investment Management Group LLC Investment ManagersFinance EIM is responsible for identifying suitable investment advisors for the sub-advised portfolios. The firm conducts due diligence reviews of existing and prospective investment advisers before selection and retention. Their due diligence reviews are designed to recognize, assess and mitigate risks associated with the selection and oversight of portfolio sub-advisors. EIM’s investment advisor selection process was developed to identify investment management organizations that they believe can add value to the portfolios consistently.	Portfolio Manager-Equities	2015-07-31

All active positions of Kevin McCarthy

Training of Kevin McCarthy

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Kevin McCarthy's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	3
Equitable Investment Management Group LLC Equitable Investment Management Group LLC Investment ManagersFinance EIM is responsible for identifying suitable investment advisors for the sub-advised portfolios. The firm conducts due diligence reviews of existing and prospective investment advisers before selection and retention. Their due diligence reviews are designed to recognize, assess and mitigate risks associated with the selection and oversight of portfolio sub-advisors. EIM’s investment advisor selection process was developed to identify investment management organizations that they believe can add value to the portfolios consistently.	Finance
State University of New York College at Plattsburgh State University of New York College at Plattsburgh Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Baruch College Baruch College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services