Scott Clyde McCartney
Oprichter bij Ascent Wealth Partners LLC
Profiel
Mr. Scott C.
McCartney, CFA MBA, is a Partner & Chief Investment Officer at Ascent Wealth Partners LLC.
Mr. McCartney was employed as a President & Chief Investment Officer by Strategic Investment Advisors Inc. and a Principal by LG&E & KU Energy LLC.
Early in his career, he worked for several large companies in management and financial positions.
He received his BA in Political Science from Harvard University in 1989 and an MBA from The Pennsylvania State University in 1993.
He received his Chartered Financial Analyst (CFA) designation in 2006.
Actieve functies van Scott Clyde McCartney
Bedrijven | Functie | Begin |
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Ascent Wealth Partners LLC
Ascent Wealth Partners LLC Investment ManagersFinance Ascent Wealth Partners LLC (Ascent) is a registered investment advisor and wealth management firm headquartered in New Hartford, New York. Formerly known as Ascent Management I LLC, the firm was co-founded by Bradley M. Kowalczyk, Scott C. McCartney and Mark Moshier in 2011. They are primarily owned by AWP Holdings LLC. Ascent offers wealth management services to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses and retirement plans. | Oprichter | 01-09-2011 |
Eerdere bekende functies van Scott Clyde McCartney
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Strategic Financial Services, Inc. (New York)
Strategic Financial Services, Inc. (New York) Investment ManagersFinance Strategic Financial Services, Inc. is an independent, SEC-registered investment advisor headquartered in Utica, New York. The firm was founded by Alan Leist Jr. in 1979 as Strategic Investment Advisors, Inc. Strategic Financial Services provides investment management services on a discretionary basis for institutions, private clients, and corporate retirement plans. | President | 30-09-2011 |
LG&E & KU Energy LLC
LG&E & KU Energy LLC Internet Software/ServicesTechnology Services LG&E & KU Energy LLC provides energy and utility services. It generates electricity from coal, oil and gas, and hydro energy sources. The firm is a diversified energy services company, which is a member of the PPL family of companies. It offers energy and utility services to residential and business customers. The company was founded in 1990 and is headquartered in Louisville, KY. | Corporate Officer/Principal | - |
Opleiding van Scott Clyde McCartney
Harvard University | Undergraduate Degree |
The Pennsylvania State University | Masters Business Admin |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
Bedrijven in privébezit | 3 |
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Strategic Financial Services, Inc. (New York)
Strategic Financial Services, Inc. (New York) Investment ManagersFinance Strategic Financial Services, Inc. is an independent, SEC-registered investment advisor headquartered in Utica, New York. The firm was founded by Alan Leist Jr. in 1979 as Strategic Investment Advisors, Inc. Strategic Financial Services provides investment management services on a discretionary basis for institutions, private clients, and corporate retirement plans. | Finance |
LG&E & KU Energy LLC
LG&E & KU Energy LLC Internet Software/ServicesTechnology Services LG&E & KU Energy LLC provides energy and utility services. It generates electricity from coal, oil and gas, and hydro energy sources. The firm is a diversified energy services company, which is a member of the PPL family of companies. It offers energy and utility services to residential and business customers. The company was founded in 1990 and is headquartered in Louisville, KY. | Technology Services |
Ascent Wealth Partners LLC
Ascent Wealth Partners LLC Investment ManagersFinance Ascent Wealth Partners LLC (Ascent) is a registered investment advisor and wealth management firm headquartered in New Hartford, New York. Formerly known as Ascent Management I LLC, the firm was co-founded by Bradley M. Kowalczyk, Scott C. McCartney and Mark Moshier in 2011. They are primarily owned by AWP Holdings LLC. Ascent offers wealth management services to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses and retirement plans. | Finance |