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Tim McCarthy
I specialize in building strong business development teams that generate repeatable success through education, intellectual and emotional intelligence, and a focus on listening carefully.
Tim McCarthy is a seasoned Managing Director with a wealth of experience in the investment management industry. He possesses strong skills in Leadership, Strategic Planning, Wealth Management, Alternative Investments, and Portfolio Management. Tim holds a Bachelor of Business Administration (B.B.A.) with a focus on Management from the University of Redlands. Throughout his career, he has held key leadership positions at reputable organizations such as Whittier Trust Company, Santa Barbara Asset Management, Capital Partners, LLC, Van Deventer & Hoch, and Dean Whitter Reynolds.