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

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

Monica McCarthy (formerly Monica Ness), CFA®, CPWA®, CDFA, 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. 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.

When she’s not enjoying working with her clients and her team, 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 of it. Organizations she cares about and supports closer to home include The Music Hall, Families First, and Cross Roads House.