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+1 973-387-1080
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| 230 Madison Ave, Morristown, NJ, 07960 | |
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0.6 miConvent Station
1.4 miMorristown
2.8 miMadison
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Specialties
Investment Counsel
History
Established in 1981.
Excerpt from our 30th Anniversary Commentary:
In January 1981, did I envision the McRae Capital Management of today? Did I foresee three portfolio managers, a staff of five and a group of clients we truly enjoy working with? The answer to both questions is no.
Based on my earlier success, however, I did feel that with the right team I could build something that would last, and that is turning out to be the case. I won’t say that I didn’t have a vision back in ’81 — because I did. I wanted a very professional, very client-oriented organization, and I believed that staying on the small side would better enable us to deliver more personalized attention to each client.
Perhaps the biggest lesson of all applies not just to investments but to any field of endeavor: Do what’s right for your clients and everything else will fall into place.
–Roderick McRae, Founder of McRae Capital Management
Meet the Business Owner
Peter and Roddy M.
Business Owner
Roddy joined MCM in 1996 with a strong background in institutional investing but a desire to work on a more personal level with individuals and small institutions. He had been with Morgan Stanley in NYC, responsible for large institutional accounts in the NJ/CT area.
A Chartered Financial Analyst, Certified Financial Planner, and New York Society of Security Analysts member, Roddy graduated with Honors from Brown University and received an MBA from Duke University’s Fuqua School of Business.
Peter joined MCM 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 living in the Netherlands and working with teams from Europe, the Middle East, Asia, and Latin America. He then joined Merrill Lynch as an Equity Analyst.
Also a CFP, Peter is a graduate of University of Vermont, with an MBA from Columbia University’s Graduate School of Business.
