Scott Michael Elliott
Gestore di Portafoglio-Azioni presso Medallion Wealth Management, Inc.
Profilo
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.
Posizioni attive di Scott Michael Elliott
Società | Posizione | Inizio |
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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. | Gestore di Portafoglio-Azioni | - |
Formazione di Scott Michael Elliott
Waynesburg College | 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 | 1 |
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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 |
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