Shawn McCarthy
SVP - Chief Fiduciary Officer
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Shawn McCarthy
SVP - Chief Fiduciary Officer
At Salem Five Wealth Advisors
Shawn is the Chief Fiduciary Officer of Salem Five Wealth Management & Trust. He is a member of the Trust Investment Committee, and Chair of the Bank’s Trust Committee. He has been with Salem Five since June 2021. Shawn has his CFP and CTFA designations.
Before Joining Salem Five Wealth Advisors
Shawn was CFO of Huntwicke Capital Group. Prior to that he was a founding member of Little House Capital. Shawn has over 30 years experience working in the Trust and Wealth Management industry.
Education
Bentley University , BS in Finance
Boston University CFP Program
ABA National Trust School and Graduate Trust School
Credentials
- CFP
- CTFA
Personal
Shawn has been married to his wife Debra for 30 years and has 4 children, Devin, Brianna, Alyssa and Caden. Shawn lives in Stoneham, MA and served on the Stoneham School Committee for 9 years. He is currently on the board of Stoneham Soccer Club and Middlesex Youth Soccer. In his spare time, Shawn enjoys Golfing and coaching youth soccer.
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