Jim McCarthy

Analyst-Equity at Capital Planning Advisors LLC

Finance

Consumer Services

Profile

Mr. James F.
McCarthy is a Portfolio Manager & Vice President of Investment Research at Capital Planning Advisors LLC.
Mr. McCarthy has been in the investment management industry for over 20 years working with high net worth individuals and family groups.
His investment experience involves managing risk in client portfolios through bull and bear markets with rigorous, bottoms-up securities analysis along with a top-down, macro outlook designed emphasizing preservation and grow of capital.
Most recently he was the senior partner for Legacy Capital Management, a boutique investment adviser where he managed the investment process, portfolio management, operations and compliance.
His career started with a real estate syndication firm where he gained exposure to commercial real estate, taxation and new product development.
He is a member of the CFA Society Sacramento and holds a Bachelor of Science Degree in Finance from the University of Colorado, Boulder.
He has CFA designation.

Jim McCarthy active positions

Companies	Position	Start
Capital Planning Advisors LLC Capital Planning Advisors LLC Investment ManagersFinance Capital Planning Advisors LLC is a SEC-registered investment advisor headquartered in Roseville, California. The firm was founded by Lawrence “Larry” Hansen in 2006 and is a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. Capital Planning Advisors serves individuals, families, businesses and institutional clients with comprehensive financial planning and wealth management services.	Analyst-Equity	2016-12-31

All active positions of Jim McCarthy

Former positions of Jim McCarthy

Companies	Position	End
Legacy Capital Management, Inc. Legacy Capital Management, Inc. Investment ManagersFinance Founded in 1993 by Joe Milam, Legacy Capital Management, Inc. is a registered investment advisor located in Roseville, California.	President	2017-03-29

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Training of Jim McCarthy

The University of Colorado

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies	2
Legacy Capital Management, Inc. Legacy Capital Management, Inc. Investment ManagersFinance Founded in 1993 by Joe Milam, Legacy Capital Management, Inc. is a registered investment advisor located in Roseville, California.	Finance
Capital Planning Advisors LLC Capital Planning Advisors LLC Investment ManagersFinance Capital Planning Advisors LLC is a SEC-registered investment advisor headquartered in Roseville, California. The firm was founded by Lawrence “Larry” Hansen in 2006 and is a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. Capital Planning Advisors serves individuals, families, businesses and institutional clients with comprehensive financial planning and wealth management services.	Finance