Scott M. Barbee
Nessuna posizione attualmente
Profilo
Mr. Scott M.
Barbee, CPA CFP, is Wealth Advisor & Principal at Truepoint, Inc.
Mr. Barbee joined Truepoint in 2005, bringing more than eight years of financial planning expertise honed at Deloitte & Touche and the FTB Group of UBS.
At Deloitte, he assisted with the design, development and testing of financial planning software and also counseled Procter & Gamble retirees through their retirement decisions.
With the FTB Group, he employed his extensive experience with retirement plan distributions and stock option planning to advise employees and executives of companies such as Procter & Gamble and Convergys.
As a wealth manager at Truepoint, he essentially serves as a CFO for his clients and their families.
He specializes in working with executives of Procter & Gamble and General Electric, leveraging his deep knowledge of the intricacies of retirement planning for their benefit.
Mr. Barbee holds a bachelor’s degree in accounting from the University of Cincinnati.
He is a Certified Public Accountant and Certified Financial Planner professional.
Precedenti posizioni note di Scott M. Barbee
Società | Posizione | Fine |
---|---|---|
UBS Capital Americas LLC
UBS Capital Americas LLC Investment ManagersFinance Spun out of UBS AG (NYSE: UBS) in 2000, UBS Capital Americas LLC is a private equity firm based in New York City | Corporate Officer/Principal | - |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Formazione di Scott M. Barbee
University of Cincinnati (Ohio) | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
---|---|
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Commercial Services |
UBS Capital Americas LLC
UBS Capital Americas LLC Investment ManagersFinance Spun out of UBS AG (NYSE: UBS) in 2000, UBS Capital Americas LLC is a private equity firm based in New York City | Finance |
- Borsa valori
- Insiders
- Scott M. Barbee