Trending Topics
Andrew McCarthy, CFA
Director of Manager Research
Introduction
Andrew McCarthy serves as the Director of Manager Research in Nixon Peabody’s Wealth Management group and Nixon Peabody Trust Company. His primary responsibilities include formalizing the firm’s manager due diligence and monitoring process, leading new manager due diligence efforts, and monitoring existing exposure to third-party managers.
Andrew joined Nixon Peabody in 2023 after 10+ years at Cambridge Associates and Merrill Lynch working with some of the world’s largest pensions, foundations, and family offices in a similar capacity.
My focus
I am focused on continuing to improve how the firm evaluates, utilizes, and monitors third-party investment managers.
Looking ahead
I believe that thoughtful portfolio construction, coupled with thorough due diligence on the underlying investments, has been and will continue to be key to long-term investment success. I am determined to find the investment vehicles, across the spectrum of active and passive management, that best fit our client’s needs today and going forward.
Education
Trinity College, B.A., Economics
Trinity College, B.A., Public Policy & Law
Professional activities
Andrew is a CFA charterholder and a member of the CFA Institute.
Professionals in the Practice Area
View AllEvelyn V. Moreno
Partner
Practice Group Leader, Private Clients- Boston
- Office:617.345.6157
- emoreno@nixonpeabody.com
-
