Kelly E. McCarthy

Senior Client Service Manager

Kelly brings over 15 years of high net worth client service experience to the team. Kelly transitioned to a career in wealth management through her interests in both performing arts management and business. Kelly provides support to the Financial Advisors, is responsible for all administrative duties and assists in all areas of client operations. She also provides analytical support in managing client accounts.

Experience:

  • Waypoint Advisors, Senior Client Service Manager
  • Wall, Einhorn & Chernitzer P.C., Family Office Liaison
  • Envest Capital Partners, Administration Manager
  • Columbia Artists Management, Corporate Operations Coordinator

Education/Certifications:

  • Old Dominion University, Executive Certificate in Financial Planning
  • James Madison University, BM