It's important to know your investment advisor.
We at McRae feel it’s even more important that we know you, your goals and your personal preferences. As we begin to understand each other, we are confident we’ll build the kind of long term relationship we enjoy with all of our clients.
McRae Capital Management is an independent investment counseling firm. We manage the assets of both individual and institutional investors. We carefully construct and diligently monitor a portfolio of stocks, bonds, or both, based on the goals and preferences of each of our clients.
Our basic approach is selective. We believe, above all, in high quality issues.
We are growth oriented, but remain dedicated to our primary objective: preservation of capital. We are bound to only one proposition, and that is the wellbeing of our clients.
Way back in 1981, Rod McRae founded McRae Capital Management with the idea of establishing a registered investment counsel firm whose objectives would be in total accord with those of its clients. This video shows how it all started, how we’ve evolved over the years, and where we’re headed next.
Way back in 1981, Rod McRae founded McRae Capital Management with the idea of establishing a registered investment counsel firm whose objectives would be in total accord with those of its clients. This video shows how it all started, how we’ve evolved over the years, and where we’re headed next.
McRae Capital has been helping New Jersey families manage their wealth—and prepare for life’s expensive little surprises—for more than 40 years. Watch the video to find out how our focus on fundamentals has guided our investment philosophy for decades, or read more about founder Rod McRae’s investment philosophy here.
McRae is NOT a broker; we do not receive commission income when initiating transactions on our clients’ behalf. Our only income is a fee based on the assets we manage.
Our Team
Peter and Roderick McRae
Managing Partners
Roderick McRae, III CFA CFP®
Managing Partner
Roddy McRae joined McRae Capital in 1996, leaving Morgan Stanley in New York, where he was responsible for large institutional accounts including mutual funds, pension funds, and insurance companies in the New Jersey / Connecticut area. He began his career trading fixed income derivatives for the Bank of New York after graduating with honors from Brown University and receiving a Masters in Business Administration from Duke University’s Fuqua School of Business. Roddy served as the Green Chairman at Baltusrol Golf Club, is on the board of the New Jersey State Golf Association, and was a member of the Executive Committee for the 2016 PGA Championship.
Peter McRae, CFP®
Managing Partner
Peter brings extensive experience from the corporate and investment sectors, with particular experience internationally. He began his career in corporate finance at Lucent Technologies, collaborating with teams from around the world. He later served as an equity analyst at Merrill Lynch before joining McRae in 2004.
Peter holds a bachelor’s degree from the University of Vermont and an MBA from Columbia University. Beyond his professional work, he is committed to community service. He volunteers as a mentor with Big Brothers Big Sisters of Essex, Hudson, and Union Counties. He also serves on the Board of Trustees for the Foundation for Morristown Medical Center, where he chairs the Investment Subcommittee. Additionally, Peter is a past trustee of the Harding Land Trust and continues to contribute as a member of its investment committee.
Bill Keefe, CPA
Managing Director
Bill joined McRae after spending 8 years as Senior Portfolio Manager at TSP Capital Management in Summit, NJ. A Certified Public Accountant, Bill entered the Investment Advisory profession following a successful 25-year career in the banking industry where he served as Executive Vice President and Chief Financial Officer for Morristown-based, First Morris Bank & Trust Co, and Senior Vice President and Treasurer for UnitedTrust Bank. Bill also served as director to Somerset Hills Bancorp, located in Bernardsville, New Jersey. Bill graduated from Fairleigh Dickinson University, Madison, New Jersey with a B.S. in Accounting.
Heather Nemeth
Account Administrator
Heather Nemeth joined the McRae Capital Management team in 2015 and is responsible for trading, account reconciliation, new account openings, and assisting our clients with any account needs they may have. Before joining McRae Capital, Heather spent ten years as an Assistant Manager at TD Bank. In her leisure time, Heather enjoys traveling, kickboxing, and being outdoors, especially hiking in the Adirondack Mountains of New York state.
Lydia Wasik
Account Administrator
Lydia Wasik joined McRae Capital Management in 2004. Lydia administers accounts, manages the company’s computer systems, and runs internal and external reports. She graduated from Rutgers University with a B.A. in economics and a concentration in finance and lives in Little Falls, NJ with her husband Peter and their daughter Stephanie. Lydia enjoys traveling, reading, and spending time with family and friends.
Sang Sporer, CFP®
Investment Analyst
Sang joined McRae Capital Management in 2020 following a career in financial and investment analysis. Sang previously worked as a bank credit analyst at Donaldson, Lufkin & Jenrette and as an economic and fixed income analyst at Credit Suisse. She contributes to McRae’s investment research and financial planning efforts. Sang graduated magna cum laude from Barnard College, Columbia University with a B.A. in Economics and earned her M.B.A. from NYU Stern School of Business.
Lotta Wahl-Kattner
Account Administrator
Lotta joined the McRae family in July 2021 after spending over 20 years with Morgan Stanley and predecessor firms. She began her career in 1998 with Salomon Smith Barney, where she progressed through various roles in operations compliance, client service, and branch management. Lotta will assist our company and clients with a variety of needs including trading, new account opening, transfers, account reconciliation, and general account services. Lotta was born and raised in Sweden, where she attended two years of college before moving to the United States and obtaining a degree in Business Administration. Lotta and her husband Tom, a self-employed landscape contractor, have been married for 29 years and live in Hardyston Township, New Jersey. They have a 14-year-old daughter, Sofia, who is active skiing and swimming competitively on the Sussex County YMCA swim team. Lotta enjoys traveling, especially to Sweden, to spend time with family and friends.
Rod McRae, CFA
Founder and President Emeritus
Rod McRae founded McRae Capital Management in 1981, after previously co-founding Cheswick, McRae, & Gillespie, Inc. in 1970. He began his career as a security analyst with Irving Trust Company and then joined Glore Forgan Staats as an account manager and officer. He is a Chartered Financial Analyst and a graduate of Trinity College, and holds an MBA from Columbia University’s Graduate School of Business.
