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Tim Mccarthy

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Tim Mccarthy

Registered Principal | Whittier Trust Company

California, South Pasadena, United States

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Tim Mccarthy

Summary

Tim McCarthy is an accomplished Managing Director with over a decade of experience in the investment management industry, currently leading efforts at Whittier Trust Company. With a strong educational background, holding a Bachelor of Business Administration focused on Management from the University of Redlands, he has honed his expertise in leadership, strategic planning, and wealth management. Tim's career reflects a commitment to making a meaningful impact on clients' financial legacies. His skill set extends to alternative investments and portfolio management, showcasing a well-rounded proficiency in business development. Having transitioned from Santa Barbara Asset Management, he has demonstrated stability and growth in his professional journey. Tim is passionate about fostering long-term relationships and delivering tailored financial solutions. Outside of his professional endeavors, he is likely to be engaged in community-oriented activities, reflecting a well-rounded character.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Tim Mccarthy

Work Experience

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Registered Principal at

Dean Whitter Reynolds

May 1984 - September 1988

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Senior Vice President at

Van Deventer & Hoch

September 1988 - May 2001

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Managing Partner at

Capital Partners, LLC

May 2001 - January 2003

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Managing Director at

Santa Barbara Asset Management

January 2003 - May 2010

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Managing Director at

Whittier Trust Company

June 2010 - Present

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Tim Mccarthy

Education

University of Redlands, Bachelor of Business Administration (B.B.A.), Management

January 1978 - January 1982

Frequently Asked Questions about Tim Mccarthy

What is Tim Mccarthy email address?

Tim Mccarthy's primary email address is *********@whittiertrust.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Tim Mccarthy work for?

Tim Mccarthy is a Registered Principal at Whittier Trust Company.

Where Tim Mccarthy graduated from?

Tim Mccarthy holds a degree in null from University of Redlands.

How can I directly contact Tim Mccarthy?

To contact Tim Mccarthy directly, you can use the email address *********@whittiertrust.com. Complete contact information is available upon registration with Muraena.

Who is Tim Mccarthy?

Tim McCarthy is an accomplished Managing Director with over a decade of experience in the investment management industry, currently leading efforts at Whittier Trust Company. With a strong educational background, holding a Bachelor of Business Administration focused on Management from the University of Redlands, he has honed his expertise in leadership, strategic planning, and wealth management. Tim's career reflects a commitment to making a meaningful impact on clients' financial legacies. His skill set extends to alternative investments and portfolio management, showcasing a well-rounded proficiency in business development. Having transitioned from Santa Barbara Asset Management, he has demonstrated stability and growth in his professional journey. Tim is passionate about fostering long-term relationships and delivering tailored financial solutions. Outside of his professional endeavors, he is likely to be engaged in community-oriented activities, reflecting a well-rounded character.

Tim`s contact details

mail

*********@whittiertrust.com

Colleagues

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Sean Kraus

Associate

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Danielle Delmar

Administrative Assistant

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Thomas Frank

Vice President and Family Wealth Coordinator

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Liam J Mcguinness

Senior Auditor, Assurance & Advisory Services

Linda Blinkenberg

Vice President

Nancy Davis

vice president

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William E Ramsey

Director & Past President

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Haley Kirk Dahl

Advanced Sailing Coach

Matthew W Markatos

Senior Vice President

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