Krista McCarthy

 

Krista McCarthy, Vice President & Tax Officer.  Ms. McCarthy joined Charter Trust Company in February 2000 and is located in our Concord Office.  Charter Trust Company is privately held and works confidentially with high net worth individuals and families to:  increase wealth through asset allocation, investment management, charitable giving and family portfolios; protect wealth through legal structures and administration; and transfer wealth through estate plans, family strategies, education and philanthropy.

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.