Shea McCabe

Analyst—Wealth Strategies

Shea McCabe is an Analyst in Bernstein’s Wealth Strategies Group, creating holistic and customized analyses for high-net-worth families, individuals, trusts, foundations, and endowments. She works closely with clients and their professional advisors on complex planning issues such as pre-transaction planning, philanthropy, multigenerational wealth transfer, executive compensation, and retirement planning. Shea was promoted to her current role in 2018, after joining the firm in 2014 as an associate. Before that, she worked in electronic trading sales for Tradeweb Markets, covering fixed income and derivative markets. Shea holds a BS in finance and marketing management from Syracuse University, and an MBA from New York University. Location: NYC

Charitable Gifts and a DAF: Better Together?

Charitable Gifts and a DAF: Better Together?

by Shea McCabe, Jennifer Ostberg
Stock market success is welcome news, but it also presents one specific challenge—capital gains tax. Fortunately, there’s a way to lessen the bite: Donate highly appreciated securities to charity. But before you do, take the time to set up the right charitable structure. Here’s what you need to know.

Athletes & Entertainers, Philanthropy, Tax Management, Wealth Planning, Women & Wealth

Likes 0

The content on this page may include link(s) that will take you out of our website. This is provided for your information and convenience. We are not responsible for the content of any third party's website, including the website(s) you may link to. We are not affiliated with any other website and do not endorse any information contained on any third party's website.

Back to a top