Katie Mc Carthy
About Katie Mc Carthy
Katie McCarthy is a Portfolio Manager and Research Analyst at Dodge & Cox and serves as Vice Chair at the Bay Area Discovery Museum. She has a background in Economics and Business Administration from Stanford University and has previously worked at Palladium Equity Partners and Merrill Lynch.
Current Role at Bay Area Discovery Museum
Katie Mc Carthy has been serving as Vice Chair at the Bay Area Discovery Museum since September 2014. Located in Sausalito, California, the museum is dedicated to fostering creativity and early childhood education. In her role, Katie contributes to the museum's strategic initiatives and helps guide its mission to inspire a lifelong love of learning in children.
Professional Experience at Dodge & Cox
Katie Mc Carthy is currently employed at Dodge & Cox in San Francisco, California, serving as a Portfolio Manager and Research Analyst. Dodge & Cox is a prominent investment management firm. In this dual role, Katie manages investment portfolios and conducts in-depth market research to support the firm's investment strategies.
Background in Investment Banking
Katie Mc Carthy worked at Merrill Lynch as an Investment Banking Analyst from 2001 to 2003 in New York, New York. During her tenure, she gained substantial experience in financial analysis, transaction advisory services, and client relations, providing a strong foundation for her subsequent roles in finance and investment.
Education at Stanford University
Katie Mc Carthy holds a Master of Business Administration (MBA) from Stanford University Graduate School of Business, completed between 2005 and 2007. She also earned a Bachelor of Arts in Economics from Stanford University, where she studied from 1997 to 2001. This extensive academic background in both economics and business administration has equipped Katie with a solid foundation for her career in finance and research.
Early Career as Equity Analyst
Katie Mc Carthy began her career at Palladium Equity Partners, LLC, where she worked as an Analyst from 2003 to 2005 in New York, New York. Her responsibilities included financial modeling, market analysis, and assisting in the evaluation and execution of investment opportunities. This role provided her with invaluable experience in equity investment and deal structuring.