Charles Mc Carthy, MBA, Cim®, Cfp®, F CSI®
About Charles Mc Carthy, MBA, Cim®, Cfp®, F CSI®
Charles McCarthy is an Associate Portfolio Manager with extensive experience in finance and investment management. He holds multiple professional designations, including Chartered Investment Manager (CIM) and Certified Financial Planner (CFP), and has worked in various financial roles over two decades.
Current Role at MD Financial Management
Charles McCarthy serves as an Associate Portfolio Manager at MD Financial Management since 2021. In this role, he is responsible for managing investment portfolios and providing financial advice to clients. His expertise in finance and investment management supports the firm's commitment to delivering tailored financial solutions.
Previous Experience in Financial Consulting
Prior to his current position, Charles worked as a Senior Financial Consultant at MD Management Limited from 2013 to 2021. In this capacity, he provided comprehensive financial planning and investment strategies to clients, leveraging his extensive knowledge in finance and investment.
Educational Background
Charles McCarthy has a robust educational background in finance and mathematics. He earned his MBA from Memorial University of Newfoundland, studying from 2003 to 2008. He also holds a B.Sc. in Pure Mathematics from the same university, completed between 1989 and 1994. Additionally, he obtained a B.Ed. from the University of New Brunswick, studying Mathematics from 1995 to 1997.
Professional Certifications
Charles has achieved several professional designations in finance. He earned the Chartered Investment Manager (CIM) designation in 2012 and the Certified Financial Planner (CFP) designation in 2014. He also completed the Fellow of CSI program in 2017 and has taken various courses through the Canadian Securities Institute, enhancing his knowledge in finance and compliance.
Early Career and Leadership Experience
Before entering the financial sector, Charles worked as a Team Leader at xwave from 2000 to 2010 in St. John's, NL. This role provided him with valuable leadership experience and skills that he later applied in his financial consulting career.