Paul J. McCarthy III, CFA, is the founder and president of Kisco Capital, an independent registered investment advisor (RIA) and fiduciary financial advisor in Mt. Kisco, New York. Paul helps business owners, families, and retirees in Westchester County and the greater New York area preserve and grow wealth through personalized investment management and comprehensive financial planning.
Experience Managing Through Market Volatility
Before establishing Kisco Capital, Paul spent over a decade as a senior trader and portfolio manager at two multi-billion-dollar hedge funds in New York City. During his institutional investment career, he successfully navigated some of the most challenging periods in modern financial markets, including:
- The tech bubble crash of 2000-2002.
- The aftermath of September 11, 2001.
- The global financial crisis of 2008-2009.
Throughout his career, Paul has managed investment portfolios with a combined market value exceeding $6.5 billion, consistently generating positive returns even during periods of extreme market stress. This experience in risk management and disciplined investing forms the foundation of the wealth management approach he brings to Kisco Capital clients today.
Investment Services
Kisco Capital offers personalized portfolio management across stocks, bonds, ETFs, and commodities. Services include retirement planning, 401(k) rollovers, Social Security timing strategies, and wealth preservation for high-net-worth families. As a fiduciary, Paul is legally obligated to act in your best interest — with no commissions, no conflicts of interest, and no allegiance to any product or fund family.
Weekly Market Commentary
Paul publishes a weekly market commentary on Substack covering macro trends, commodities, and S&P 500 technical analysis. Clients also receive a daily market email reviewing earnings, economic data, bond yields, and technicals. Follow the link HERE. If you prefer, you can also subscribe on SubStack HERE.
Education & Professional Credentials
Paul holds a B.S. in Finance from Bentley University and an M.B.A. in Banking and Finance from Hofstra University. He has been a Chartered Financial Analyst (CFA®) charterholder since 2000, one of the investment industry’s most rigorous and respected professional designations.
Community Involvement
Outside the office, Paul is an active member of the Mt. Kisco community and an avid golfer. He recently completed his tenure as President of Mt. Kisco Country Club.
Kisco Capital is a registered investment advisor serving clients in Westchester County, NY, and surrounding areas. To schedule a complimentary consultation, visit our Contact page or call 347-709-9539.
