Scott Mcfadden

Scott has over 40 years of investment experience primarily in portfolio management for high-net-worth individuals, foundations, and endowments. He believes ongoing communication with clients is vital to meet objectives over a lifetime of fluctuating market conditions and life changes. He approaches portfolio management with an astute assessment of risk tolerance and a careful eye on tax efficiency.

Scott started his career in the trust area of a regional bank and subsequently served as a portfolio manager for the investment management subsidiaries of a regional investment firm, a regional bank, and a privately-owned investment firm. Prior to joining Dakota Wealth, Scott was a senior portfolio manager at Pineno Levin & Ford Asset Management, which was acquired by Dakota Wealth Management in January 2022.