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Shamus M

CFA®

Seattle, WA

Red Haven Advisors, LLC

Shamus Mc Carthy is a CFA charterholder and principal of Red Haven Advisors, LLC, with six years of industry experience. He has held financial planning and analysis roles at companies including Nordstrom, Inc., where he is currently a Financial Planning & Analysis Manager, and has worked at firms such as Pathlabs Inc., Dutch Bros Coffee, Rad Power Bikes, Inc., Starbucks Coffee Company, and Vulcan, Inc. Red Haven Advisors serves individual and high-net-worth clients with fee-based investment advisory, discretionary portfolio management, and comprehensive financial planning. The firm combines fundamental and cyclical analysis with tactical allocation and option-writing strategies, tailoring portfolios to client objectives and offering a range of billing arrangements.

Options & derivatives strategies Tax-loss harvesting Cash flow / budgeting General tax planning
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