An author, speaker, and financial advisor originally based in Oklahoma City, OK (now based in California), Susan McCarthy was elected to the Federation board in 2017 after recently retiring from a 33-year career as financial advisor at Wells Fargo Advisors and, before that, Morgan Stanley. Her clients included individuals and nonprofit organizations throughout the United States and abroad. In 2006, she was named as one of Barron’s “Top 100 Women Financial Advisors” in the country.
She served on the board of Oklahoma Humanities for several years, acting as chair from 2013-2015 and also as treasurer and head of the Finance Committee. McCarthy also serves as the board treasurer for the Oklahoma Arts Institute.
