Principals
Personal service is the hallmark of client relationships at McRae Capital Management.
Yet, as important as personal service is, it has to be backed with substance. Our principals draw on years of experience in the investment industry as well as advanced degrees
and industry certifications. Our staff averages 15 years with McRae, meaning that turnover is extremely low and continuity extremely high. And, just as we get to know our clients
well, they also get to know us very well. Pictured (left to right) are Rod, Peter and Roddy McRae.
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Roderick McRae, CFA Rod founded McRae Capital Management in 1981, starting his own firm in New Jersey to fulfill his dream of a small firm specializing in personal service even in the midst of a successful career in New York City. Prior to founding McRae, Rod co-founded Cheswick, McRae and Gillespie, Inc. in 1970. He began his career as a security analyst with Irving Trust Company and then joined Glore Forgan Staats as an account manager and officer. He is a Chartered Financial Analyst and a member of the New York Society of Security Analysts. Rod is a graduate of Trinity College and holds an MBA from Columbia University's Graduate School of Business. |
Roderick McRae III, CFA, CFP® Roddy came to McRae Capital Management in 1996 with a strong background in institutional investing but a desire to work on a more personal level with individuals and small institutions. Prior to joining McRae, he was with Morgan Stanley in New York City. While there, he was responsible for large institutional accounts, including mutual funds, pension funds and insurance companies in the New Jersey/Connecticut area. He began his career in fixed income securities with the Bank of New York. A Chartered Financial Analyst, Certified Financial Planner™ and member of the New York Society of Security Analysts, Roddy graduated with honors from Brown University and received an MBA from Duke University's Fuqua School of Business. |
Peter McRae Peter joined McRae Capital Management in 2004, bringing a background in both the corporate and investment worlds, with particular experience internationally. He started his career in corporate finance with Lucent Technologies, including an assignment in the Netherlands in which he worked extensively with teams from Europe, the Middle East, Asia and Latin America. He then joined Merrill Lynch as an equity analyst. At Merrill Lynch he developed strong research skills by teaming with the number one ranked utility industry analyst. He is a graduate of the University of Vermont and has an MBA from Columbia University's Graduate School of Business. |