Summary

  • Firm: Kisco Capital, LLC
  • Job Title: President
  • Certifications: CFA

Experience

Prior to founding Kisco Capital, Paul McCarthy held senior positions at two multi-billion-dollar hedge funds, where he acted as a trader and portfolio manager. Paul managed capital in adverse market conditions, including the post-tech bubble crash of 2000, the terrorist attacks of 9/11, and the collapse of the financial markets in 2008-2009. Managing risk in highly volatile markets is considered his specialty.

During Paul’s tenure in the hedge-fund world, he managed several investment accounts that had a combined market value of up to $6.5B. He generated positive returns every year and had his best years during the financial crisis of 2008-2009.

Since 2000, Paul has held the Chartered Financial Analyst (CFA) designation and is currently a member of the New York Society of Security Analysts (NYSSA).

Kisco Capital's mission is to help clients achieve their financial goals with their portfolio of securities. Whether they're interested in retirement accounts, long-term buy and hold accounts or an account to trade, Kisco Capital can advise clients on their investment portfolio. The methods used for investment management heavily utilize capital allocation and risk management techniques to limit losses and find the best risk/reward positions for the current macroeconomic environment.

Each client at Kisco Capital goes through a process of risk-profile assessment that dictates where to invest their money and which securities to select. Once they have an established portfolio of securities, Kisco Capital will regularly monitor the positions to ensure that they are performing within their expected performance corridors and re-balance when necessary.

Education

Raul received his BS in finance from Bentley University and his MBA in banking from Hofstra University.

Quote from Paul McCarthy

“Paul McCarthy, president of Kisco Capital, built a firm that acts as a personal portfolio manager to customize a portfolio that fits a client's risk profile and investment goals.”