Michael
Mccabe
Kera Capital Partners
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About this Advisor
Michael Mccabe is a financial advisor based in Bend, Oregon, working with Kera Capital Partners. Michael has previously held positions at Morgan Stanley, Mccabe & Totah, Llp, UCLA, Morgan Stanley Private Bank, N.A, and Kera Capital Partners. Michael has passed the Series 66 regulatory exam and is registered to provide services in California, Oregon, Texas, and Utah. Currently, Michael is part of Kera Capital Partners, which operates out of Bend, Oregon. The firm has 2 offices and 11 employees. The firm manages assets totaling $507.6 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Kera Capital Partners includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kera Capital Partners Brokerage Details
$507,593,066
11
568
$893,650
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Michael Mccabe Work History
Kera Capital Partners
Morgan Stanley Private Bank, N.A
Morgan Stanley Private Bank, N.A
Morgan Stanley
Morgan Stanley
Mccabe & Totah, Llp
Ucla
Disclosures
Please visit the SEC profile of Michael Mccabe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kera Capital Partners
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