Cathy Carroll, MD, CFA

Dr. Cathy Carroll started her professional life in finance, after graduating from Smith College with a Bachelors’ in Economics and earning a Master’s in Global Financial Analysis from Bentley University. She started her Wall Street career at State Street Bank in accounting then transitioned to buy-side equity research for pension plans and mutual funds, working at Scudder Investments, GMO and Loomis Sayles. She then went on to earn the Chartered Financial Analyst® designation and join the CFA institute.

She next transitioned to medicine in 2006, graduating from medical school in 2010 at the University of California at Davis and completing an Internal Medicine residency at Santa Clara Valley Medical Center in San Jose in 2013. Dr. Carroll now practices medicine as a hospitalist in Southern California.

While still working in equity research, she started investing in real estate personally, buying her first duplex in the Boston area in 2001. She later expanded her investments to Las Vegas, Austin, Tennessee and Alabama. She continues to actively participate in real estate syndications, as well as owning multi-family and single family rentals in multiple states.

In her free time, she enjoys reading, gardening, making Excel spreadsheets, hunting for deals and traveling with her family.

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