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Monica Ann McCarthy
Directeur Général chez
Seascape Capital Management LLC
Profil
Ms. Monica A. McCarthy, CFA MBA, is a Chief Executive Officer & Managing Director at Seascape Capital Management LLC.
ement LLC.
She is 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.
Ms. McCarthy was previously employed as a Senior Vice President by Harvest Capital Management, Inc. and a Chief Investment Officer by Testa, Hurwitz & Thibeault LLP.
She 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.
Postes actifs de Monica Ann McCarthy
| Sociétés | Poste | Début |
|---|---|---|
Seascape Capital Management LLC
 Seascape Capital Management LLC Investment ManagersFinance Seascape works with each client to develop their personal goals and risk tolerance to create an effective portfolio design and implementation. They balance a concentration of individual equity securities with a diverse mix of bonds and exchange-traded funds of various asset classes to maximize return and minimize risk. Their process combines a disciplined emphasis on quantitative metrics with a qualitative assessment of the economic and political environment. | Directeur Général | 01/01/2020 |
Anciens postes connus de Monica Ann McCarthy
| Sociétés | Poste | Fin |
|---|---|---|
Testa, Hurwitz & Thibeault LLP
 Testa, Hurwitz & Thibeault LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Corporate Officer/Principal | - |
Harvest Capital Management, Inc.
 Harvest Capital Management, Inc. Investment ManagersFinance Harvest Capital Management (HCM) employs a disciplined, conservative investment strategy based on fundamental proprietary research. Their management style is a blend of value and growth with the overriding consideration of uncovering growth at reasonable prices. Their disciplined financial analysis is designed to improve objectivity and diminish emotional influence. They are long-term investors, not short-term traders. HCM seeks to generate consistent returns and superior long-term results. The firm's strategies take each client's individual tax situation into account to enhance after-tax results.^ ^ HCM utilizes a broad range of asset classes and investment vehicles to create globally diversified, multi-asset class portfolios. They focus on careful asset allocation using disciplined rebalancing techniques. Securities may include: domestic equities, international developed market equities, emerging market equities, commercial real estate direct investments, REITs, fixed-income securities, TIPS, natural resources, private equity, investment notes, absolute return strategies and cash/cash equivalents.^ ^ To avoid single-issuer risk, HCM uses passive or structured index vehicles to broadly diversify portfolios. The firm seeks investments with low correlations to each other to dampen return volatility within the portfolio and to provide protection in difficult markets. They minimize correlations by diversifying globally across asset types that tend to move independently of each other. HCM also employs absolute return strategies which derive their returns from different economic factors than those typically affecting stocks and bonds. | Corporate Officer/Principal | - |
Formation de Monica Ann McCarthy
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
7
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Harvest Capital Management, Inc.
Harvest Capital Management, Inc. Investment ManagersFinance Harvest Capital Management (HCM) employs a disciplined, conservative investment strategy based on fundamental proprietary research. Their management style is a blend of value and growth with the overriding consideration of uncovering growth at reasonable prices. Their disciplined financial analysis is designed to improve objectivity and diminish emotional influence. They are long-term investors, not short-term traders. HCM seeks to generate consistent returns and superior long-term results. The firm's strategies take each client's individual tax situation into account to enhance after-tax results.^ ^ HCM utilizes a broad range of asset classes and investment vehicles to create globally diversified, multi-asset class portfolios. They focus on careful asset allocation using disciplined rebalancing techniques. Securities may include: domestic equities, international developed market equities, emerging market equities, commercial real estate direct investments, REITs, fixed-income securities, TIPS, natural resources, private equity, investment notes, absolute return strategies and cash/cash equivalents.^ ^ To avoid single-issuer risk, HCM uses passive or structured index vehicles to broadly diversify portfolios. The firm seeks investments with low correlations to each other to dampen return volatility within the portfolio and to provide protection in difficult markets. They minimize correlations by diversifying globally across asset types that tend to move independently of each other. HCM also employs absolute return strategies which derive their returns from different economic factors than those typically affecting stocks and bonds. | Finance |
University of Virginia
 University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Testa, Hurwitz & Thibeault LLP
Testa, Hurwitz & Thibeault LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Commercial Services |
University of South Carolina
 University of South Carolina Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Seascape Capital Management LLC
Seascape Capital Management LLC Investment ManagersFinance Seascape works with each client to develop their personal goals and risk tolerance to create an effective portfolio design and implementation. They balance a concentration of individual equity securities with a diverse mix of bonds and exchange-traded funds of various asset classes to maximize return and minimize risk. Their process combines a disciplined emphasis on quantitative metrics with a qualitative assessment of the economic and political environment. | Finance |
