Krista McCarthy is Vice President and Tax Officer of Charter Trust Company. She joined the firm in 2000 and is based in our Concord NH office.
Founded in 1984, Charter Trust Company is a wealth management firm headquartered in Concord NH. Working confidentially with individuals, families and institutions to: increase wealth through asset allocation, investment management, and charitable giving; and preserve, protect, and transfer wealth through estate planning and business succession strategies, education and philanthropy. The company manages over $1.6 billion in client assets and acts as fiduciaries for clients in 43 states and 10 countries.
Ms. McCarthy received her Bachelor of Science Degree in Accounting from Northeastern University.
Ms. McCarthy has extensive experience in tax preparation working with individuals, trusts, institutions, and charitable organizations at Charter Trust Company.