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Paul Mccarthy

Advisor at Kisco Capital, LLC

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Kisco Capital, LLC logo

Firm

Kisco Capital, LLC

Location

Mount Kisco, NY

Credentials

CFA®

Industry experience

10 years

About

Paul Mccarthy is a CFA® charterholder and the sole advisor at Kisco Capital, LLC, an independent firm based in Mount Kisco, NY. He has 10 years of industry experience and has been with Kisco Capital since 2013. Kisco Capital provides portfolio management and investment advisory services to individual and high-net-worth clients, using a written Investment Policy Statement to align with client goals, tax considerations, and risk tolerance. The firm employs various analytical methods and trading strategies, offers discretionary portfolio management, and distributes a no-fee market-update newsletter several times monthly.

Client services

Based on Kisco Capital, LLC

Portfolio management Newsletters or periodicals

Expertise

Based on Kisco Capital, LLC

Options & derivatives strategies Passive / index investing

Fee options

Percentage

1.00% annually

Subscriptions

No fee (free subscription service)

Location

Mount Kisco, NY

Most active in

Florida · New York

Work history

Kisco Capital, LLC

2013 - Present (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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