Karen McCarthy has distinguished herself by making numerous, accurate market calls--often in direct opposition to Wall Street's
consensus forecasts. With over 30 years of investment management experience, McCarthy has consistently missed investment bubbles.
Prior to founding McCarthy Group International, LLC in 2005, McCarthy worked with high net-worth families at Morgan
Stanley, in Durango, Colorado. As a Vice President of U.S. Trust Company in Princeton, New Jersey, she was part of team
responsible for managing over $3 billion. McCarthy was also a Vice President of Kidder Peabody, and Vice President of
EF Hutton in Palo Alto, California.
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Karen McCarthy has extensive experience advising public, private, and family business owners who have concentrated wealth. She is regarded by venture capitalists, corporate attorneys, and corporate boards as having the specialized knowledge and understanding regarding restricted stock sales, compliance, and execution expertise to monetize concentrated positions in publicly traded equity.
McCarthy has a finance degree from the University of Colorado, attended Salzburg College in Austria, and
Princeton University. She currently holds a Series 65 Investment Advisory license.
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Durango, CO 81302 
