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Instructor Highlights - Mary Ellen McCarthy
Mary Ellen McCarthy, a seasoned investor with 20 years of
experience, teaches many investment classes for BA&CE. This spring she will be teaching
The ABC's of Investing
and How to Easily Check Out a Stock.
After many years on Wall Street, Mary Ellen retired and returned (after three generations of New York exile) to
her paternal ancestral New England home to root for the Boston Red Sox. Hey,
talk about good timing! Then a group of new friends (many burned in the
dot.com crash) asked her to teach them how to pick stocks the right way.
Thus was born Responsible Investing, an independent financial coaching firm
dedicated to teaching individuals-from beginners to old pros-how to manage
their own money more effectively.
Mary Ellen McCarthy, Ph.D., has been an investor and industry analyst since
1985. She was a top-ranked financial analyst for Merrill Lynch Asset
Management and Shearson Lehman Brothers, and helped develop the
Multex/Reuters Wall Street research web site. She founded the Brookline,
Massachusetts-based financial coaching firm, Responsible Investing, in 2003.
She has lectured and run workshops on effective money management at a
variety of regional venues, including Brookline Adult and Community
Education, Healthworks Fitness for Women, local investment clubs and
corporate networking groups. Mary Ellen has passed the Uniform Investment
Adviser Law Examination and holds an active Series 65 license. She is also
currently enrolled in Kaplan University's CFPT Board-Registered program in
professional financial planning to fulfill the educational requirements
needed to qualify as a Certified Financial PlannerT.
Mary Ellen combines common sense, deep experience, and the ability to
demystify complex concepts with a true passion for investor education. Her
experience as an investor and Wall Street insider have made her sensitive to
the ways that the financial services industry sabotages effective
wealth-building with trendy, high-cost products. But her 20 years of
successful personal wealth-building have also convinced her of the
tremendous opportunities that exist for those willing to learn basic money
management skills. Mary Ellen is a master of online investing, which has
revolutionized individual investing by providing an extraordinary array of
information and powerful tools-once the exclusive domain of professional
money managers, and now available to all for free or next to nothing.
Mary Ellen knows how to cut through the financial industry gobbledygook. She
also knows how to make the investing process fun and interesting.
Here are links to a couple of articles from Mary Ellen's website.
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