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KM
Attorney

Kathleen McCarthy

Investment & Business Professional in Fiduciary Retirement & Portfolio Solutions.

Boston, California

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Specialties & Experience

Employment Law

About Kathleen McCarthy

Investment and business professional with over 30 years' experience in asset management and retirement plan guidance. With terrific team, delivered customized solutions to institutional investors and led co-fiduciary investment advisory business (Outsourced Chief Investment Officer "OCIO" predecessor). Experience working successfully with investment committees for retirement plan sponsors, endowments and foundations. Adept at building interdisciplinary teams, collaborating cross-organizationally, deepening client relationships, and strengthening communication. Cultivate and thrive in a culture of integrity, collaboration, and innovation.

Location & Contact

Boston, California

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