Protected: AI Infrastructure Boom: Bubble or Backbone?
Zynergy December 2025 Market Insights
Larry McKay, CFA, CTFA
Larry McKay, CFA, CTFA, is an accomplished entrepreneurial investment executive with extensive experience in strategic leadership and portfolio management. Throughout his career, he has successfully managed $7 billion in multi-asset portfolios and $1.4 billion in single-stock equity investments, serving high-net-worth clients, foundations, and endowments.
His expertise encompasses asset allocation, risk management, and performance optimization across diverse financial instruments. McKay holds esteemed certifications, including the Chartered Financial Analyst (CFA) designation and the Certified Trust and Fiduciary Advisor (CTFA) credential, underscoring his deep knowledge and ethical standards in investment management. Additionally, he is a FINRA Arbitrator, reflecting his commitment to upholding industry integrity.
McKay is proficient in Spanish, which enhances his ability to serve a diverse clientele. While specific details about his educational background are not publicly available, his professional achievements and certifications speak to a strong foundation in finance and investment principles.
Throughout his career, McKay has been recognized for his strategic insights and leadership acumen, consistently delivering tailored investment solutions that align with clients' long-term objectives. His dedication to excellence and continuous improvement exemplifies his holistic approach to leadership and investment excellence.
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Zynergy Investments, LP (referred to as "Zynergy") is a private investment management company. Any commentary, market insights is provided for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to purchase, any securities or investments. The content herein discusses broad market, industry, or sector trends, as well as general economic, market, or political conditions. It has not been provided in a fiduciary capacity under ERISA and should not be construed as research, investment advice, or any specific investment recommendation.
The views expressed in this commentary are the personal views of the authors and do not necessarily reflect the views of Zynergy or any of the entities it represents. These views are current as of the date of publication and are subject to change without notice. Neither the authors nor Zynergy assumes any obligation to update or revise any statements to reflect new information or future events.
Zynergy and individuals or entities affiliated with it may hold positions in or conduct transactions involving securities of companies mentioned or indirectly referenced in its articles or commentary. Zynergy may also offer related investment strategies to third parties for compensation within asset classes mentioned or discussed herein.
Investment ideas and concepts mentioned may not be suitable for all investors depending on individual investment objectives, risk tolerance, or financial circumstances. Margin requirements, transaction costs, commissions, and tax implications should be carefully reviewed with the guidance of qualified investment and tax professionals.
All information contained in this article or commentary is believed to be accurate and obtained from public sources deemed reliable as of the date of issuance. However, no warranty, express or implied, is provided regarding the completeness or accuracy of such information.
Past performance is not a guarantee of, and is not necessarily indicative of, future results.
Zynergy Investments, LP (referred to as "Zynergy") is a private investment management company. Any commentary, market insights is provided for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to purchase, any securities or investments. The content herein discusses broad market, industry, or sector trends, as well as general economic, market, or political conditions. It has not been provided in a fiduciary capacity under ERISA and should not be construed as research, investment advice, or any specific investment recommendation.
The views expressed in this commentary are the personal views of the authors and do not necessarily reflect the views of Zynergy or any of the entities it represents. These views are current as of the date of publication and are subject to change without notice. Neither the authors nor Zynergy assumes any obligation to update or revise any statements to reflect new information or future events.
Zynergy and individuals or entities affiliated with it may hold positions in or conduct transactions involving securities of companies mentioned or indirectly referenced in its articles or commentary. Zynergy may also offer related investment strategies to third parties for compensation within asset classes mentioned or discussed herein.
Investment ideas and concepts mentioned may not be suitable for all investors depending on individual investment objectives, risk tolerance, or financial circumstances. Margin requirements, transaction costs, commissions, and tax implications should be carefully reviewed with the guidance of qualified investment and tax professionals.
All information contained in this article or commentary is believed to be accurate and obtained from public sources deemed reliable as of the date of issuance. However, no warranty, express or implied, is provided regarding the completeness or accuracy of such information.
Past performance is not a guarantee of, and is not necessarily indicative of, future results.