Kevin J. McCabe

Vice President, Portfolio Manager
Portfolio Manager

Tel: (347) 331-0648

Kevin brings 10 years of wealth management experience to our team. Kevin joined the team in 2013, assisting with operations, client servicing, and reporting. After completing his series 65 Certification Kevin has been focused on portfolio management and investment research.

Kevin is responsible for developing capital markets research, portfolio analysis, implementing portfolio changes, and servicing client’s investments and portfolio’s needs. Kevin works closely with individual clients while also maintaining a specialty in company retirement plans. He is also a member of our Investment Committee.

Kevin grew up and currently resides locally in White Plains. After graduating Iona Prep, Kevin earned his BA in History from Tulane University, and recently completed his MBA with honors in Financial Management from Iona College. Outside of the office Kevin enjoys golf, his dogs, and the Denver Broncos.

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5C Capital Management, LLC

3 weeks ago

5C Capital invites you to attend their upcoming webinar.Tuesday, May 16, 2023For Sessions at Noon EST and 7pm ESTDuration: 30 minutes plus Q&A session followingThe following topics will be discussed:• US Debt Ceiling, fiscal & monetary policy impacts on your portfolio• Protection of your investment assets given recent banking crisis• Financial Planning during periods of high inflation• Tax & Retirement law changesRegister for the Tuesday, May 16th - Noon EST webinar at:events.r20.constantcontact.com/register/event...Register for the Tuesday, May 16th - 7:00pm EST webinar at:events.r20.constantcontact.com/register/event...For more information, please email us at: akonigsberg@5cwealth.com#webinar #financialmarket #financialadvice #inflation #financialliteracy #capitalmarkets #banking #401k #financialfreedom ... See MoreSee Less

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5C Capital Management, LLC

4 weeks ago

5C Capital invites you to attend their upcoming webinar.Tuesday, May 16, 2023For Sessions at Noon EST and 7pm ESTDuration: 30 minutes plus Q&A session followingThe following topics will be discussed:• US Debt Ceiling, fiscal & monetary policy impacts on your portfolio• Protection of your investment assets given recent banking crisis• Financial Planning during periods of high inflation• Tax & Retirement law changesRegister for the Tuesday, May 16th - Noon EST webinar at:events.r20.constantcontact.com/register/event?oeidk=a07ejrsxxzudc278845&llr=9an6s6zabRegister for the Tuesday, May 16th - 7:00pm EST webinar at:events.r20.constantcontact.com/register/event?oeidk=a07ejrsxyeffff32b10&llr=9an6s6zabFor more information, please email us at: akonigsberg@5cwealth.com#webinar #financialmarket #financialadvice #inflation #financialliteracy #capitalmarkets #banking #401k #financialfreedom ... See MoreSee Less

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5C Capital Management, LLC

3 months ago

SILICON VALLEY BANK: MANAGING CONTAGION IN THE BANKING SECTOROn March 10, 2023 the FDIC was appointed as receiver of Silicon Valley Bank (“SIVB”) based in Santa Clara, California. This is the largest domestic bank failure in more than a decade. How a bank with a $20 billion equity market cap just a month ago, could collapse so quickly is a stark reminder of how relatively rapid interest rate increases may affect an institution that was ill equipped to handle these conditions. Despite the Fed’s widely telegraphed path for interest rates, SIVB held approximately 78% of its portfolio in longer dated US government backed securities, designating these as “Held to Maturity (HTM)”. This meant that although the value of these securities was negatively impacted by rapidly rising rates, they were not “marked to market”. The balance of its portfolio was held as “Available for Sale (AFS)” which requires daily repricing. If the HTM portfolio was marked-to-market on 9/30/22, the loss would have been 1.35x greater than the bank’s tangible common equity. Banking regulators usually refer to a bank in this condition as insolvent.Please read the full article on our website at: 5cwealth.com/silicon-valley-bank-managing-contagion-in-the-banking-sector/Please do not hesitate to contact us at any time with questions at 347.331.0648 or via email at info@5cwealth.com.#capitalmarkets #commercialrealestate #financialadvisor #financialadvice #retirementplanning #retirementsavings #banking #bankingandfinance ... See MoreSee Less

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5C Capital Management, LLC

3 months ago

The Secure 2.0 Act of 2022 brings new rules for managing your retirement assets. Check out our website at 5cwealth.com/secure-2-0-act-of-2022-changes-to-retirement-savings-accounts/ for more information on the updated RMD guidelines.Please do not hesitate to contact us at any time with questions at 347.331.0648.#capitalmarkets #commercialrealestate #financialadvisor #financialadvice #retirementplanning #retirementsavings #retirement ... See MoreSee Less

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5C Capital Management, LLC

5 months ago

WE WISH YOU A PEACEFUL & HEALTHY 2023.We look towards a stronger 2023, although we expect capital markets to experience greater than normal volatility.2022 was marked by considerable challenges – the war in Ukraine, inflation at a 40-year high, and Covid’s re-emergence in China. Mortgage rates increased greater than 100% during the calendar year, testing residential and commercial real estate valuations. Although this pricing and income drag should persist for the near term, we hope that the Fed’s eventual easing will stabilize the market.The Fed Funds target rate is now between 4.25% – 4.5% after last year’s aggressive rate hikes. We expect the fed to raise again on February 1, hopefully very modestly and with strong guidance on a terminal rate. If inflation continues to ebb and unemployment rises, we expect a recession to follow. However, while there is much disagreement on when and how deep the contraction will be, the prevailing opinion is that it will be short-lived.Read the full article online at: 5cwealth.com/5c-capital-markets-update-january-2023/Please do not hesitate to contact us at any time with questions at 347.331.0648. ... See MoreSee Less

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New York Office: 707 Westchester Avenue, Suite 210, White Plains, NY 10604 I 347.331.0648 I Fax: 347.331.0647

New Jersey Office: 50 Tice Boulevard, Suite A32 Woodcliff Lake, NJ 07677 I 201.474.0987

Note to All Readers: The information contained herein reflects the views of 5C Capital Management, LLC and sources believed by 5C Capital Management, LLC to be reliable. No representation or warranty is made concerning the accuracy of any data compiled herein. There is no guarantee that any projection, forecast or opinion in these materials will be experienced by any client. Past performance is neither indicative of, nor a guarantee of future results. The views expressed herein may change at any time. These materials are provided for information purposes only and may not be construed as investment, legal, tax, accounting, planning and or consulting advice. The information contained herein does not evaluate or make recommendations regarding your specific investment objectives, financial situation and circumstance. When evaluating this material for purposes of making any assessment concerning 5C Capital Management, LLC, consider discussing your specific situation with other professionals prior to making any decision. Any information contained herein may not be construed as 5C Capital Management, LLC sales and or marketing materials and is not an offer or solicitation for the purchase or sale of any financial instrument, product, planning or consulting services sponsored or provided by 5C Capital Management, LLC or any representative of 5C Capital Management, LLC. Any references to specific securities, asset class, planning and consulting considerations are presented solely for illustrative purposes and are not to be considered recommendations by 5C Capital Management, LLC. 5C Capital Management, LLC may have positions in and or may affect transactions in, markets, industry sectors and companies described herein.

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