Scott Michael Elliott
Gestor de Cartera-Acciones en Medallion Wealth Management, Inc. .
Perfil
Mr. Scott M.
Elliott is a Portfolio Manager at Medallion Wealth Management, Inc. His responsibilities include portfolio construction and investment research.
He brings over 30 years of experience in the wealth management industry serving as both Portfolio Manager and Client Advisor.
He works with all types of clients including high net worth individuals, foundations/endowments, and pension/profit sharing plans.
In his Client Advisor role, he helps clients develop the proper asset allocation and overall financial strategy for their funds after extensive client conversation and gathering of facts.
He then utilizes his many years of experience to implement a strategy that has a goal of both creating long term wealth and preserving purchasing power.
He received his BS in Finance from Waynesburg College.
Cargos activos de Scott Michael Elliott
| Empresas | Cargo | Inicio |
|---|---|---|
Medallion Wealth Management, Inc.
 Medallion Wealth Management, Inc. Investment ManagersFinance Medallion Wealth Management, Inc. (Medallion) is an investment advisory firm headquartered in Sewickley, Pennsylvania. The firm was founded in 2013 by Rick E. Pierchalski and Arthur F. Hazen, Jr. They were acquired by AssuredPartners, Inc. in 2021. Medallion manages investment portfolios for individuals, not-for-profits, pension and profit-sharing plans, and employer-sponsored 401(k) and 403(b) plans. The firm also offers clients separately managed account solutions offered by various outside SEC registered money management firms. | Gestor de Cartera-Acciones | - |
Formación de Scott Michael Elliott.
| Waynesburg College | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 1 |
|---|---|
Medallion Wealth Management, Inc.
Medallion Wealth Management, Inc. Investment ManagersFinance Medallion Wealth Management, Inc. (Medallion) is an investment advisory firm headquartered in Sewickley, Pennsylvania. The firm was founded in 2013 by Rick E. Pierchalski and Arthur F. Hazen, Jr. They were acquired by AssuredPartners, Inc. in 2021. Medallion manages investment portfolios for individuals, not-for-profits, pension and profit-sharing plans, and employer-sponsored 401(k) and 403(b) plans. The firm also offers clients separately managed account solutions offered by various outside SEC registered money management firms. | Finance |
- Bolsa de valores
- Insiders
- Scott Michael Elliott
