Profile
Ms. McCarthy has more than years of experience in the investment and wealth management field and most recently was managing director and sales manager for U.S.
Trust in New York, where she managed a team of sales, sales support, and event planning professionals.
Before working at U.S.
Trust, Ms. McCarthy had been a program manager and a regional sales and marketing manager for The Bank of New York.
Earlier in her career, she held sales and brokerage positions with Citibank and Advest.
Ms. McCarthy received her bachelor's degree from the University of Maryland.
Former positions of Tracy M. McCarthy
Companies | Position | End |
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The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Head-Equity Investments | 30/03/2008 |
Frontier Trust Co., FSB
Frontier Trust Co., FSB Regional BanksFinance Advest Bank and Trust Company is a federally chartered bank and a division of The Advest Group, Inc. that focuses exclusively on trust and estate planning. They are headquartered in Hartford, Connecticut. The Advest Group was acquired by The MONY Group (NYSE: MNY) in 2001. In late 2003, AXA Financial, Inc. announced a merger agreement to acquire 100% of MONY. AXA Financial is a subsidiary of holding company AXA SA (NYSE: AXA). | Corporate Officer/Principal | - |
Citibank NA (New York)
Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | - |
Training of Tracy M. McCarthy
University of Maryland | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Citibank NA (New York)
Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Finance |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Finance |
Frontier Trust Co., FSB
Frontier Trust Co., FSB Regional BanksFinance Advest Bank and Trust Company is a federally chartered bank and a division of The Advest Group, Inc. that focuses exclusively on trust and estate planning. They are headquartered in Hartford, Connecticut. The Advest Group was acquired by The MONY Group (NYSE: MNY) in 2001. In late 2003, AXA Financial, Inc. announced a merger agreement to acquire 100% of MONY. AXA Financial is a subsidiary of holding company AXA SA (NYSE: AXA). | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
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