SCS Financial is an investment and wealth management firm based in Boston.

SCS Financial

SCS Financial's headquarters in Boston, MA, United States

Antony J. Abbiati

Stephen Carlson

Sam Holbert

Paul Robertson

Clare Harker

Brad Parsons

Caroline Knuff

Brian Blanchard

Andy Janfaza

Nicholas Sharis

Doug Ederle

Lillian Cullen Homer

Kelle Burbank

Rory Wilfork

Xiamin Huynh

Tyson Shelby

Syng Yu

Cfp® Ryan Ederle

Barrett Holden

Colin Campbell

Alice Burley

Melissa Schneberger

Steven P.

Jacqueline Cahill

The Leadership Team at SCS Financial is responsible for driving the strategic direction and overall management of the firm. Comprised of senior executives and managing directors, this team oversees key areas such as investment strategy, client relations, public markets, private investments, technology, operations, and corporate culture to ensure the firm's growth, profitability, and excellence in service.

Leadership Team

The Investment Team at SCS Financial is responsible for developing and managing investment strategies, conducting thorough market and financial analytics, and executing trades. Their roles encompass both public and private investments, ensuring clients' portfolios are optimized for growth and risk management. The team leverages deep expertise in trading and analytics to support data-driven decision-making and enhance operational efficiencies.

Investment Team

The Vice Presidents Team at SCS Financial is responsible for leading various departments and strategic initiatives, delivering client-focused investment and wealth management solutions, driving technological advancements, and fostering a positive company culture.

Vice Presidents Team

The Operations Team at SCS Financial ensures seamless execution of investment and wealth management processes. This includes managing client transactions, providing top-tier service to high-net-worth individuals, and supporting hedge fund operations to maintain operational efficiency and compliance.

Operations Team

SCS Financial

Org chart

Teams

Leadership Team

Investment Team

Vice Presidents Team

Operations Team

Offices

SCS Financial

Org chart

Teams

Leadership Team

Investment Team

Vice Presidents Team

Operations Team

Offices

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