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Essex Investment Management
Joseph C. McNay established Essex Investment Management in 1976. The firm began as a registered investment adviser and later transitioned into an adviser-led...
Essex Investment Management
Joseph C. McNay established Essex Investment Management in 1976. The firm began as a registered investment adviser and later transitioned into an adviser-led multi-family office that stewards capital generated through institutional portfolio management. Essex runs four public-equity strategies: Small Growth, Micro Growth, SMID Growth, and Global Environmental Opportunities. These strategies draw on thematic research in ClimateTech, Energy Transition & Renewables, Healthcare Services, and Industrial Tech. The firm invests across North America, Europe, and Asia. No specific portfolio company holdings or co-investors appear in public materials. The operating team includes Co-CEOs Nancy Prial and Robert Uek, COO Michael McCarthy, and a research and trading group. Additional offices operate in Evanston, Illinois. Essex maintains the Joseph C. McNay Scholarship Fund and participates in the Intentional Endowments Network. Essex operates as an independent multi-family office after buying back its interest from Affiliated Managers Group in 2012. Ownership remains concentrated with founder Joseph C. McNay at 44 percent.
General information
Firm type
Multi Family Office
Year founded
1976
Location
Region
North America
Country
United States
City
Boston
Corporate office
125 High Street, 18th Floor, Boston, MA 02110, United States
Additional offices
Evanston, IL, United States
Principals
Joseph C. McNay
Chairman and CIO
Nancy Prial
Co-Chief Executive Officer and Senior Portfolio Manager
Robert Uek
Co-Chief Executive Officer and Senior Portfolio Manager
Michael McCarthy
Chief Operating Officer and Chief Compliance Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Essex Investment Management?
Joseph C. McNay serves as Chairman and CIO. Co-CEOs Nancy Prial and Robert Uek act as senior portfolio managers alongside the research team.
What asset classes does Essex Investment Management deploy into?
The firm focuses on public equities through four strategies: Small Growth, Micro Growth, SMID Growth, and Global Environmental Opportunities.
How is Essex Investment Management structured relative to its founder?
Joseph C. McNay holds 44 percent ownership. The firm functions as an independent multi-family office after repurchasing its stake from Affiliated Managers Group in 2012.
Which regions does Essex Investment Management cover?
The firm allocates across North America, Europe, and Asia.
Does Essex Investment Management maintain philanthropic vehicles?
Yes. It supports the Joseph C. McNay Scholarship Fund and participates in the Intentional Endowments Network.
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