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Key Personnel James L. McCabe James Laws McCabe is Chairman and Director of the Board of McCabe Capital Managers, Ltd. As President and CEO he oversees the portfolio structuring and supervision services of McCabe Capital Managers, Ltd. Prior to forming McCabe Capital Managers in 1982, Jim McCabe was an investment advisor to high net worth individuals. This followed a period as Senior International Economist for Chase Econometric Associates, Inc., then a subsidiary of Chase Manhattan Bank. There, Jim provided economic analysis and forecasting services to corporations and financial institutions worldwide. In 1978, Jim was a visiting lecturer with rank of associate professor at Princeton University. After graduating with distinction in economics from Colby College in 1965 and receiving a doctorate in economics in 1970 from the University of Pennsylvania, Jim served as International Economist for the U.S. Department of State and for The World Bank. He subsequently joined the economics faculty at Yale University where he was also Assistant Director of the Yale Economic Growth Center. There Jim authored articles on international finance, the economics of population growth and regional labor force distribution. Jim McCabe serves on a number of corporate and charity boards, including Children's Hospital of Philadelphia, the Eisenhower Exchange Fellowships, Green Cay Asset Management Ltd., the Yale Economic Growth Center, Studio Incamminati, and the University of Pennsylvania Institute for the Study on Aging. Mark E. McCarron, CFA Mark McCarron joined McCabe Capital Managers, Ltd., in June 2011. As Chief Investment Strategist, Mark sits on the Investment Committee and designs and directs asset management strategies, manages client portfolios and relationships, as well as oversees the manager research and due diligence process within equity, fixed income and alternative asset classes. Prior to joining McCabe Capital Managers, Mark worked as an investment professional with SEI Investments for 17 years and held a number of different roles within the organization, most recently as Managing Director and Client Investment Strategist for SEI's largest private clients world-wide. Mark joined SEI in 1994 and worked at their U.S. headquarters as an analyst and portfolio manager on their U.S. and International Equity portfolios. In 1999, Mark relocated to London, U.K., as one of three founding members of the London-based investment team. Over the course of the 10 years spent in London, Mark helped to establish the investment approach used to manage both institutional and private client assets and contributed to the growth of SEI's global asset management business. Mark earned his B.S. degree in Finance from the Carroll School of Management, Boston College. He earned the CFA designation in 1999. Adrea Scaramucci Adrea Scaramucci serves as Chief Compliance Officer of McCabe Capital Management, Ltd. She is responsible for developing and enforcing MCM compliance policies and procedures in compliance with SEC requirements. Adrea has over 15 years of compliance experience. Prior to joining McCabe Capital Managers Ltd. in 2005, she spent 11 years at Morgan Stanley Investment Management were she acted as Vice President Compliance. Professionally, Adrea is a member of the National Society of Compliance Professionals and also obtained her Series licenses from the National Association of Securities Dealers. She holds a Bachelor of Science degree, major in business management, from Rosemont College. Paul S. Rovner, CPA Paul Rovner, CPA, serves as Vice President, Chief Operating Officer of McCabe Capital Managers, Ltd., where he is responsible for the day-to-day strategic and operational leadership of MCM. Paul also serves as Vice President, Chief Financial Officer and Treasurer of The Haverford Trust Company, an affiliate to MCM, and a subsidiary of Drexel Morgan & Co. He is a member of the Executive Committee that determines the strategic direction of the firm. Paul has been at The Haverford Trust Company since 2001, where he is responsible for the accounting, banking, human resources, and audit functions. Prior to joining Haverford, Paul spent over five years at the Philadelphia office of Deloitte & Touche, where he served as Audit Manager. In this capacity, Paul was responsible for all phases of the external audits including: engagement planning and execution, financial reporting, and client service. Paul is a member of the American Institute of Certified Public Accountants as well as the Pennsylvania Institute of Certified Public Accountants. Additionally, he has served on the Board of Trustees for Northern Home for Children since 2003, and is currently the Vice Chairman of the Board. Paul graduated from The Pennsylvania State University in 1996 with a Bachelor of Science degree in Accounting. Emily Squires Levine Emily Squires Levine has over 25 years experience in the investment industry. She joined McCabe Capital Managers, Ltd. in 1987 after having spent five years in the dual capacity as a trust investment and administrative officer at First Pennsylvania Bank, servicing high net worth accounts. When she first joined McCabe Capital Managers, Ltd., Emily worked with the principal to manage client portfolios, both with respect to their investments and administration. As the firm has grown, she now serves as the firm's Client Service Coordinator and specializes in servicing high net worth clients. Emily received her Bachelor of Arts (Anthropology), cum laude, from the University of Pennsylvania and her Masters in Business Administration (Finance) from Drexel University. McBee "Mac" Butcher, CFP® With 18 years of experience in the financial services sector and a background including investment management, investment banking, venture capital investments, and actuarial consulting, Mac brings extensive investment experience and financial capability to McCabe Capital Managers. Mac holds his Series 7, 63, and 65 securities licenses and a Bachelor's Degree in Mathematics from the University of Pennsylvania. Terrance Rebello, CFA Terrance Rebello joined McCabe Capital Managers, Ltd. in February 2009 to monitor performance of client portfolios and to prepare client performance reports. Prior to joining McCabe, Terrance was employed by Morgan Stanley Investment Management for five years, where he gained experience in performance analysis and reporting. Terrance received his BBA (finance) from the University of Wisconsin at Madison. He holds the Chartered Financial Analyst (CFA) designation Mary J. Askew, AIF® Mary Askew joined McCabe Capital Managers, Ltd. in 1997. She is responsible for the coordination of the firm’s marketing activities and certain operational and administrative tasks involving client relationships. She also reviews the firm’s written communications, including its quarterly letter and website. Mary was born and educated in England and came to the US in 1991. Prior to that, she lived first in Germany and then in France, and worked for a major event marketing company based in Monte-Carlo, Monaco for over ten years. She became an American citizen in January, 2010. Mary has a BA in Modern Languages (French and German) and Political Science from the London South Bank University. Mary has earned the Accredited Investment Fiduciary® professional designation from Fiduciary360. She has received formal training in investment fiduciary responsibility. Margarita Triantafyllidou Margarita joined McCabe Capital Managers in 2010 as Operations Associate. In this role, she is responsible for a full range of back office functions, including reconciling portfolios, corporate actions management, performance monitoring and preparation of client reports. Margarita received her Bachelor of Science degree (Finance and Accounting) from the University of Macedonia, Greece, and her Masters in Business Administration (Investment Management) from Drexel University. She is a Level III Candidate in the Chartered Financial Analyst Program. |