Michael Patrick Mccabe

Employer firm

Kera Capital Partners CRD 312875

$1.36B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2018 → 03/2021
  Morgan Stanley
  Menlo Park, CA
• 09/2017 → 02/2018
  Morgan Stanley
  Menlo Park, CA
• 07/2016 → 09/2017
  Mccabe & Totah, Llp
  San Jose, CA
• 09/2012 → 12/2016
  Ucla
  Los Angeles, CA
• 11/2019 → 03/2021
  Morgan Stanley Private Bank, N.A
  New York, NY
• 03/2021 → Present
  Kera Capital Partners
  Bend, OR
• 11/2019 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2018-06-23 → 2021-03-30
  Morgan Stanley
  Menlo Park, CA
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2018-06-23