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    Stephen J. McCarthy

    Seasoned Family Office Executive

    Stephen J. McCarthy is a seasoned professional with over 48 years of experience in the financial services industry and foundation management.

    He has served in various executive positions on the 'sell side' of Wall Street at UBS/PaineWebber, BOA/Security Pacific, Deloitte, Citibank, and Pru-Bache, focusing on strategic planning, credit/risk management, business consulting, capital markets, and retail brokerage.

    For the past 28+ years, Stephen has been actively managing investments for his family office and foundation, in collaboration with his late father, who was the MP/CIO of Lord Abbett.

    He has contributed his expertise to the Portfolio Subcommittee for Wesleyan's endowment and the investment committee of a Catholic healthcare system.

    Stephen is involved in various organizations and boards, including the Institute for Private Investors (IPI), The Greenwich Roundtable (TGR), and Philanthropy New York (PNY).

    Apart from his financial acumen, Stephen has also delved into the realm of non-profit theater as the former Chairman of Shaking The Tree, recognized with the FWR 2018 award for thought leadership.

    He is engaged in film production and distribution as a Partner/Lead Investor/Executive Producer at Quixotic Endeavors, specializing in documentaries on iconic brands and individuals.

    Stephen's passion for social entrepreneurship is evident through his role as Mentor of the Year/Coach/Judge at NYU/Stern's annual BP competition.

    His educational background includes studies at renowned institutions such as The Wharton School, NYU Stern School of Business, and Wesleyan University, where he pursued executive education in entrepreneurship, an MBA in finance, and a BA in Economics and Government.

    Stephen J. McCarthy is a well-rounded professional with expertise spanning finance, investments, philanthropy, and social entrepreneurship.

    Stephen J. McCarthy
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    Location

    New York, New York, United States