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Kelly McCarthy

Kelly McCarthy

Client Service Associate


Professional Experience

Kelly brings over a decade of high net worth client service experience to Waypoint Advisors. Prior to joining the Waypoint team in 2018, Kelly worked in the Family Office division at Wall, Einhorn & Chernitzer, P.C. and in private equity fund administration at Envest Capital Partners.

Kelly transitioned to a career in wealth management through her interests in both the performing arts and business. Additional professional experience includes corporate operations at Columbia Artists Management and development work at the Virginia Arts Festival.


Kelly earned her BM in Piano/Music Industry from James Madison University (Go Dukes!) and her Executive Certificate in Financial Planning from Old Dominion University.

Personal Information

Kelly loves to travel and saves to make one large trip every year. A recent standout was celebrating her birthday in Lisbon, Portugal on a group wine tour.