![Steve D. McCarty](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
Mr. Steve D.
McCarty is Co-Founder & Managing Director at Ascentia Capital Partners LLC.
He has over 27 years of experience in the investment industry.
Prior to co-founding Ascentia Capital Partners in 2005, he was an Executive Vice President and Board Member of Navellier & Associates, Inc., an investment advisory firm specializing in Quantitative Analysis and Modern Portfolio Theory.
Prior to working with Navellier and Associates, he was a Senior Vice President of Operations with Shearson Lehman Brothers where he had direct supervision of over 30 branch offices located throughout the Western United States.
Before joining Lehman Brothers in 1984, he served in a management role with Security Pacific Brokers (formerly CD Anderson), and was a Securities Trader for Financial Network Investment Corp.
Mr. McCarty has a Masters in Business Administration in Management from California State University at Long Beach where he was selected to the Graduate Dean's List of Scholars and Artists, and a Bachelor of Science degree in Business Administration from the University of Southern California.
Precedenti posizioni note di Steve D. McCarty
| Società | Posizione | Fine |
|---|---|---|
Navellier & Associates, Inc.
 Navellier & Associates, Inc. Investment ManagersFinance Navellier specializes in the quantitative construction of securities portfolios covering a broad range of investment styles (growth, value, international, global, and combinations of these) and market capitalization (micro, small, mid, large, and combinations of these). The firm uses a bottom-up, multi-step screening process that incorporates fundamental and quantitative analysis to construct their portfolios. They primarily manage accounts on a discretionary basis and have full authority in determining which securities are purchased and sold. | Corporate Officer/Principal | - |
Shearson Lehman Brothers Holdings, Inc.
 Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Provides Security Broker services | Corporate Officer/Principal | 31/10/1991 |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
Financial Network Investment Corp.
 Financial Network Investment Corp. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/10/1984 |
Ascentia Capital Partners LLC
 Ascentia Capital Partners LLC Investment ManagersFinance Ascentia Capital Partners' investment approach seeks to reduce overall volatility by providing low correlation to traditional long-only portfolios. Their process begins with broad allocations to alternative asset classes based on their assessment of global market conditions. Then specific allocations are made to various alternative strategies to further increase diversification and reduce volatility. In addition, the firm enables hedge overlay strategies that may be applied to any long-only directional strategies during Bearish market conditions. To manage risk, Ascentia monitors asset allocation exposure, long/short exposure, time-frame analysis, event-driven risk, liquidity risk, currency risk and quantitative analysis. | Amministratore Delegato | - |
Formazione di Steve D. McCarty
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
92
Relazioni di 1° grado
7
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 7 |
|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
Shearson Lehman Brothers Holdings, Inc.
Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Provides Security Broker services | Finance |
Navellier & Associates, Inc.
Navellier & Associates, Inc. Investment ManagersFinance Navellier specializes in the quantitative construction of securities portfolios covering a broad range of investment styles (growth, value, international, global, and combinations of these) and market capitalization (micro, small, mid, large, and combinations of these). The firm uses a bottom-up, multi-step screening process that incorporates fundamental and quantitative analysis to construct their portfolios. They primarily manage accounts on a discretionary basis and have full authority in determining which securities are purchased and sold. | Finance |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Financial Network Investment Corp.
Financial Network Investment Corp. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Ascentia Capital Partners LLC
Ascentia Capital Partners LLC Investment ManagersFinance Ascentia Capital Partners' investment approach seeks to reduce overall volatility by providing low correlation to traditional long-only portfolios. Their process begins with broad allocations to alternative asset classes based on their assessment of global market conditions. Then specific allocations are made to various alternative strategies to further increase diversification and reduce volatility. In addition, the firm enables hedge overlay strategies that may be applied to any long-only directional strategies during Bearish market conditions. To manage risk, Ascentia monitors asset allocation exposure, long/short exposure, time-frame analysis, event-driven risk, liquidity risk, currency risk and quantitative analysis. | Finance |
The California State University
 The California State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
