Cepa McCarty

Cepa McCarty is a Partner at Invst, based in Zionsville, Indiana, where he leverages over a decade of experience to deliver comprehensive financial advisory and investment management services. In his role, he is responsible for client portfolio strategy, personalized financial planning, and guiding high-net-worth individuals and families through complex investment decisions.

He focuses on a broad range of asset classes, including equities, fixed income, and alternative investments, with an emphasis on holistic wealth management strategies for private clients. His expertise spans investment allocations, retirement planning, and risk management, allowing him to advise on both traditional and non-traditional sectors.

Cepa holds a Bachelor of Science in Business Administration and Management from Purdue University's Krannert School of Management, providing a strong academic foundation for his career in finance. Prior to becoming a Partner at Invst, he accumulated significant experience as an independent financial advisor, establishing a reputation for integrity and in-depth investment analysis.