Key Personnel
James L. McCabe
President
James Laws McCabe is President and 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.
Adam B. Landau, CAIA
Managing Director
Adam Landau has worked at McCabe Capital Managers, Ltd. since 1997. He has 14 years of experience evaluating investment managers, developing asset allocation strategies, and coordinating the process by which the two disciplines are merged. Adam oversees the coordination of McCabe Capital’s advisory efforts. This covers a rigorous process focused primarily on the various aspects of investment management due diligence. Included are frequent meetings with managers across the traditional and alternative investment spectrum. As Portfolio Manager, Adam works to optimize the structure of our portfolios to maximize the expected level of risk-adjusted return.
Prior to joining McCabe Capital, Adam spent four years at Donaldson, Lufkin & Jenrette where he was a sales associate working with both retail and institutional clients. In that capacity at DLJ, he developed asset allocation plans for clients and subsequently worked with them to construct appropriate equity and fixed income portfolios.
Adam received his M.B.A. (Finance) from Saint Joseph’s University and a B.A. (Economics) from Rutgers University. He holds the Chartered Alternative Investment Analyst (CAIA) designation and is a member of the CFA Institute and the CFA Society of Philadelphia. He is also a member of the Global Interdependence Center.
Ryan C. McLaughlin, CFA, CFP®, CAIA
Director of Investment Research
Ryan McLaughlin joined McCabe Capital Managers, Ltd. in 2006 and serves as Director of Investment Research. In this role, Ryan has responsibilities ranging from helping to set and implement strategic and tactical investment direction, to performing thorough due diligence on managers included in the McCabe Capital Managers universe.
Prior to joining McCabe Capital, Ryan was a Financial Analyst at myCIO Wealth Partners LLC, where he assisted clients in developing asset allocations as well as assisting in the firm’s manager selection process. Prior to that, he worked at Ernst & Young LLP in their tax practice.
Ryan received his Bachelors of Science in both Accountancy and Business Administration (Management Information Systems), cum laude, as well as his Master of Taxation from Villanova University. Ryan holds the Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), Certified Financial Planner® (CFP®), and Chartered Alternative Investment Analyst (CAIA) designations. He is a member of the CFA Institute, CFA Society of Philadelphia, Alternative Investment Management Association, and the American Institute of Certified Public Accountants.
Adrea Scaramucci
Compliance Officer
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 13 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.
Emily Squires Levine
Client Service Coordinator
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.
Kimberly Crowley
Director of Operations
Kimberly Crowley joined McCabe Capital Managers in 2008, bringing with her 14 years of experience in the investment industry. Over that time Kim served in a number of diverse roles that allow her to contribute to McCabe Capital Managers in various ways.
She oversees all back office functions including performance reporting and portfolio management system integration, and contributes to the due diligence process with an eye towards analyzing manager operational efficiencies.
Prior to joining McCabe Capital Managers, Kim’s most recent experience was as Director of Operations for a family owned Registered Investment Advisor. She has also served as an analyst for Quellos Capital Management LLC, a fund of funds business, and as an analyst with Market Profile Theorems, a quantitative equity research firm. Kim received her Bachelor of Arts Degree in Accounting from Washington State University.
Terrance Rebello
Performance Analyst
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 is a Level II Candidate in the Chartered Financial Analyst Program.
Mary J. Askew
Operational and Marketing Coordinator
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.
|