Monica McCarthy (formerly Monica Ness), CFA®, CPWA®, CDFA®, CEPA® is Chief Executive Officer of Seascape with comprehensive experience in investments, research and portfolio management, as well as in business management, legal, and compliance issues. Prior to joining Seascape in 2005 as Senior Portfolio Manager and Chief Compliance Officer, she established and ran as Chief Investment Officer two Boston-based wealth management firms that delivered comprehensive services in a family-office environment.
Monica’s past analytical work includes the development of a proprietary quantitative stock ranking system. Monica earned an MBA with a concentration in Taxation from the University of South Carolina and a BA from the University of Virginia in Economics. She was awarded a CFA® Charter in 1993. Additionally, she earned her Certified Divorce Financial Analyst® certification in 2012 and her Certified Private Wealth Advisor® certification in 2016. Most recently, she received her Certified Exit Planning Advisor® designation in 2023.
Monica enjoys working with her clients and her team. In her spare time, she is likely cycling around the seacoast, working out with her friends and trainers, or playing with her yellow Lab, Chloé, on the beach near her home. She devoted many years to riding in the Pan Mass Challenge with a phenomenal group of friends and relished every mile. Organizations she cares about and supports closer to home include the NHSPCA, Families First, and Cross Roads House.