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Kelly McCarthy

Kelly McCarthy

Senior Client Service Manager

kmccarthy@waypointadvisors.net

Professional Experience

Kelly brings over 15 years 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 performing arts management and business. Additional professional experience includes corporate operations at Columbia Artists Management in New York and development work at the Virginia Arts Festival.

Kelly provides support to the Finanical Advisors, is responsible for all administrtive duties and assists in all areas of client operations. She also provides analytical support in managing client accounts.

Education

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 is a native of Virginia Beach. She is an avid traveler and saves to make one large trip every year. A recent standout was celebrating her birthday in Lisbon, Portugal on a group wine tour.