Timothy J. McCarthy, CFA

Tim McCarthy is the director of Investor & Counterparty Services (ICS), a component of Investment Services. He oversees the firm’s research relationships, market data services, counterparty risk, and due diligence efforts, and our environmental, social, and governance integration and proxy voting efforts within the Corporate Governance Group.

Prior to joining Wellington Management in 2008, Tim worked as a senior managing director at Bear Stearns (1998 – 2008). Before that, he was a managing director of Taxable Fixed Income at Smith Barney (1989 – 1998), and vice president of Taxable Fixed Income at Shearson Lehman Brothers (1985 – 1989).

Tim earned his BS at Boston College (1985). Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute.