Team
James M. McCarthy, CFA
Joined
GW&K 2003
Industry
Experience 29 Years
Responsibilities
Jim manages the overall client service effort for the firm’s private client channel and serves as a senior wealth advisor. He is a partner of the firm and a member of the firm’s Investment Committee.
Prior Work Experience
Prior to joining GW&K in 2003, Jim was a vice president and portfolio analyst at Putnam Investments working with Institutional clients and within the International Equity division. Jim started his career at Mellon Private Asset Management and held positions as a sales officer and assistant portfolio manager.
Education
Jim received his BS in Business and Finance from Marist College, and earned an MS in Finance from Boston College. He earned the CFA® designation and is a member of the CFA Institute and the CFA Society Boston.
The GW&K culture...
At GW&K, there is a true open-door policy and a strong entrepreneurial culture that drives people to learn, grow, gain confidence, and advance. This is just one of the reasons that I, like many other colleagues, have had long careers at GW&K.