Darsi McCarthy

Portfolio Manager-Equities at

Creative Planning LLC

Finance

Profile

Darsi Diane McCarthy is currently a Wealth Manager & Partner at Creative Planning LLC since 2011.
Formerly, worked as a Principal at Thompson McKinnon Securities, Inc. and as a Portfolio Manager at Charles Schwab & Co., Inc. (Broker).

Darsi McCarthy active positions

Companies	Position	Start
Creative Planning LLC Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities.	Portfolio Manager-Equities	01/10/2011

All active positions of Darsi McCarthy

Former positions of Darsi McCarthy

Companies	Position	End
Charles Schwab & Co., Inc. (Broker) Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-
Thompson McKinnon Securities, Inc.	Corporate Officer/Principal	-

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Linked companies

Private companies	3
Thompson McKinnon Securities, Inc.
Charles Schwab & Co., Inc. (Broker) Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Finance
Creative Planning LLC Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities.	Finance