Monica (Ness) McCarthy, CFA®, CDFA™, CPWA®

Monica (Ness) McCarthy, CFA®, CDFA™, CPWA®

Monica McCarthy (formerly Monica Ness), CFA®, CDFA™, CPWA®, is President and Chief Investment Officer 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 created and managed two Boston-based wealth management firms that delivered comprehensive services in a family-office environment.  Most recently she served as Chief Investment Officer for the investment advisory arm of Testa, Hurwitz & Thibeault, LLP, a major Boston law firm.  There, she led a team of analysts in investment strategy, process, and research.

Monica’s past analytical work includes the development of a proprietary quantitative stock ranking system. She was awarded a CFA® Charter in 1993, and she earned her Certified Divorce Financial Analyst® in 2012. 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.  Most recently, she earned her Certified Private Wealth Advisor® certification.