Senior Client Service Associate
“Our mission is to preserve and grow client assets to protect their present and enable their future.”
- Joined Polen Capital: 2020
- Education: B.A. in International Business and Spanish from Russell Sage College and M.B.A. with a Finance Concentration from Boston College Carroll School of Management
- Primary Responsibility: Is a member of the Client Service team and is responsible for servicing clients, consultants and the firm’s direct relationships
- Special Interests: Reading, watching her kids play sports, spending time with family, and going to the beach
Ms. McCarthy joined Polen Capital in 2020. Prior to joining Polen Capital, Ms. McCarthy worked at Prudential Advisors supporting client servicing efforts for a financial advisor. Prior to that, she spent over three years as the Head of RFP Team at Nuveen and 18 years in diverse roles at State Street Global. Ms. McCarthy received a B.A. in International Business and Spanish from Russell Sage College and an M.B.A. with a Finance Concentration from Boston College Carroll School of Management.
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