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Cropped monica mccarthy

Monica McCarthy

CFA Boston, CFA®
Seascape Capital Management
Portsmouth, NH
A privately-held, boutique firm offering local, highly-accessible, and dedicated service to clients who have entrusted us with their wealth.

Meet Monica

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Introduction - Monica McCarthy
Video Transcripts

Monica McCarthy (formerly Monica Ness), CFA®, CDFA™, is President and Chief Investment Officer with comprehensive experience in financial planning, 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…

Monica McCarthy (formerly Monica Ness), CFA®, CDFA™, is President and Chief Investment Officer with comprehensive experience in financial planning, 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, a 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 Divorce Financial Analyst®.


Services offered

Investment management
Financial planning
Investment consulting
Asset allocation
Retirement planning
Tax planning
College planning
Real estate and mortgage advisory
Estate planning
Insurance management
Alternative investments
Personal lending

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets

Certifications and licenses

CFA® - Chartered Financial Analyst®

Memberships

CFA Institute - Chartered Financial Analyst Institute
CFA Boston - CFA Society Boston

Education

MBA
Bachelors
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