Kristen McCarthy Barton, CFA has a wealth of experience in the investment industry. Starting in 1991 as an Investment Analyst at Credit Lyonnais, they then worked as a Portfolio Manager/Investment Analyst at Dresdner RCM Global Investors LLC (1995), a Senior Investment Analyst at Founders Asset Management (1998), a Senior Technology Investment Banking Analyst at Broadview International (2000), a Chairman of the Board and Board Member at Bullis-Purissima Elementary School Foundation (2010), a Senior Investment Advisor at Legal Advantage Investments, Inc. (2016), a Founder at NuShu Ventures (2016), an Angel Investor at Kraftful (2020), and a Board Director/Advisor at Mango Materials (2018). Most recently, Kristen has been the Co-Founder/Managing Partner of NuShu Capital LLC, a women founded real estate investment company which aims to provide cash flow and appreciation to its female investors.
Kristen McCarthy Barton, CFA has an education history that includes a Bachelor's Degree in Government and International Relations from Cornell University, as well as Graduate Studies in Mandarin Chinese from the same university. In 2021, they obtained a Certified Integral Coach from New Ventures West. In 2022, they obtained an Associate Certified Coach (ACC) from the International Coaching Federation. In addition, they have been a Chartered Financial Analyst since 1997 and holds Series 63 and Series 7 certifications from NASAA.
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