Mr. McCarthy was among the first advisors to join Third View Private Wealth, helping to lay the foundation for the firm’s client-first culture from day one. As an early member of the team, Mr. McCarthy has been instrumental in shaping the firm’s planning philosophy and delivering on its mission to provide uncompromising advice to those who’ve built meaningful wealth through vision, sacrifice, and hard work.

With deep experience in financial planning, investment management, and risk strategy, Mr. McCarthy serves as a trusted partner to high-net-worth individuals and families—ensuring their wealth is aligned with their values, protected against uncertainty, and positioned for long-term success.

Before Third View, Mr. McCarthy helped scale the relationship management division of a nationally recognized RIA. There, he advanced from Relationship Manager to the youngest Vice President in firm history, expanding access to bespoke private investments and earning a reputation as a thoughtful, proactive advisor.

At Third View, Mr. McCarthy brings that same energy and discipline to every client relationship, working to turn complex financial questions into clear, actionable strategies that stand the test of time.

Mr. McCarthy holds a B.S. in Finance from Quinnipiac University, where he played on the rugby team. He is a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Financial Consultant®, and holds the Series 66 license.