McRae Capital Management’s 40th Anniversary
Now, in 2021, we would like to celebrate the firm’s 40th anniversary and the substantial progress we have made thanks to our clients and staff. From a tiny shop, we have grown to 9 people – and more than $650 million in assets under management. Our growth reflects our unwavering commitment to our core, client-first values, the very ones Rod McRae held in the beginning, in 1981. These core values have served us, and our clients, exceedingly well as we have grown to become an established member of the money-management community. And they will guide us as we grow further still.
On that note, we’d like to introduce you to (or reacquaint you with) the heart and soul of the company: the people who make McRae Capital Management what it is. As the brief biographies that follow demonstrate, not only is there tremendous loyalty among McRae people, there is a consistent dedication to, and care for, the firm’s clients. This is also their chance to express their feelings for their clients – and the desire to keep serving them for anniversaries yet to come.
Mira and her husband Aleks travel whenever they can.
Mira Bulawski, Vice President
William Keefe CPA, Managing Director
Bill spending some family time with his wife Michele, and kids Lauren and Brendan.
Peter, Jill and their puppy Lucy
Peter McRae CFP®, Managing Partner
Peter has a background in both the corporate and investment worlds, with particular experience internationally. He started his career in corporate finance with Lucent Technologies, including an assignment in the Netherlands in which he worked extensively with teams from Europe, the Middle East, and Asia. He then joined Merrill Lynch as an equity analyst. At Merrill Lynch he developed strong research skills by teaming with the number one ranked utility industry analyst. Peter is a graduate of the University of Vermont, has an MBA from Columbia University and is a Certified Financial PlannerTM (CFP®). Outside of work, Peter volunteers as a mentor with Big Brothers, Big Sisters of Essex, Hudson, and Union Counties. He is a member of the Investment Subcommittee for the Foundation for Morristown Medical Center, as well as a trustee of the Harding Land Trust. He likes to play golf and soccer and is an avid fan of the New Jersey Devils. Peter and Jill were married in Springfield Township, NJ on September 18th, 2021!
Roderick McRae III, CFA, CFP®, Managing Partner
Roddy, Cori, Rick and Reagan enjoying time in Antigua.
Heather enjoying time outdoors.
Heather Nemeth, Vice President
Sang Sporer, Investment Analyst
Sang, Fred and Tommy celebrate Max’s graduation, and their furry friends.
Lotta, Tom and Sofia enjoying some cake.
Lotta Wahl-Kattner, Account Administrator
Lydia Wasik, Account Administrator
Lydia and Peter with their daughter Stephanie.
“Now, in 2021, we would like to celebrate the firm’s 40th anniversary and the substantial progress we have made thanks to our clients and staff. From a tiny shop, we have grown to 9 people – and more than $650 million in assets under management.”
Rod McRae Jr. CFA, President Emeritus
Five of Rod’s favorite things… his grandkids.