The McNamara Group (home)Business / Technology Planning and Improvement

About Us

Since its inception in 2001, The McNamara Group has been providing the investment management community with a wide array of services, including interim and permanent staffing solutions, and a wide array of consulting services. Seeing a significant chasm between the operational requirements of investment management firms and the ability to fulfill those imperatives, founding partners Terry McNamara and Sandy Schwartz set out with a vision to establish a firm which would enable its clients to operate with maximum operational efficiency and accuracy. The recipe for success: unparalleled investment management operations process knowledge combined with a rock-solid technology foundation.

The complex and highly customized world of investment management operations requires knowledge that is both broad and deep. Through the dedicated work of all McNamara Group associates, investment management firms across the country have come to realize the value of a McNamara Group helping hand. Via its customized and flexible hands-on approach, the McNamara Group is the end-to-end solution for investment operations objectives. Whether it's a short-term assignment to bolster a foundering process, a mid-range project to assess and repair failed operations, or a long-term assignment to perform vital operational functions, the McNamara Group associates provide the essential set of skills required for investment management operations success.

Member firm of the Money Management Institute