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Peter McCarthy, CFA

Managing Director, Institutional Sales, North Eastern U.S. and Canada

17
Years in
Industry

Background

Peter McCarthy is Director of Institutional Business Development and Relationship Management at OFI Global Asset Management, an OppenheimerFunds company. In this role, Mr. McCarthy provides insights, research, strategies and tools to help meet the investment needs of institutional clients.

With nearly 15 years of industry experience, Mr. McCarthy brings a broad range of expertise to OFI Global. Prior to joining the firm in 2010, Mr. McCarthy specialized in alternative assets at Credit Suisse’s investment bank. He worked in both structuring and sales capacities for the firm’s Insurance Linked Securities Group, where his role entailed asset securitization, de-risking solutions and structured products.

Mr. McCarthy began his career in 2002 as a Senior Consultant at New York Life. He also earned a Master’s degree in finance from Stevens Institute of Technology, and holds FINRA Series 7 and 63 licenses. Peter is also a CFA charter holder and member of the New York Society of Security Analysts.

Education

  • M.S. Stevens Institute of Technology

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