Bart Earley


Bart manages the firm’s investment research effort and oversees its platform of traditional and alternative investment managers, leading the due diligence process on new managers. Prior to joining MCM in 2007, Bart worked at Boston-based investment consulting firm, Wainwright Investment Counsel, and Albany Financial Planners, an independent financial planning firm.

With a B.S. in Finance from Siena College, Bart holds the Chartered Financial Analyst charter and Certified Financial Planner designations and belongs to the CFA Institute. Located in the Vermont office, he resides in Saratoga Springs, NY, with his wife and two children. Formerly a Siena College lacrosse player, Bart enjoys sports, reading, zymology and smoking BBQ.

Additional Certifications: CFA, CFP®


MCM Webinars – Gaining an Edge: Emerging Trends in Private Markets

MCM Managing Director Christine Kaming Tomas facilitates a conversation with Managing Director of Investment Research Bart Earley, CFA and Senior...

Patience on Lower Interest Rates

The Federal Reserve finished their latest Federal Open Market Committee (FOMC) meeting on June 12th and as expected, held the benchmark interest rate...

Beyond Financial Planning: The Vital Importance of Life Care and Health Care Planning

Financial planning is just one piece of the puzzle for families of significant wealth when it comes to protecting and preserving their legacy. With a...