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

Doug Ederle

Stephen Carlson

Sam Holbert

Paul Robertson

Clare Harker

Brad Parsons

Caroline Knuff

Brian Blanchard

Andy Janfaza

Nicholas Sharis

Lillian Cullen Homer

Kelle Burbank

Rory Wilfork

Xiamin Huynh

Tyson Shelby

Syng Yu

Cfp® Ryan Ederle

Colin Campbell

Alice Burley

Melissa Schneberger

Steven P.

Jacqueline Cahill

This department focuses on providing guidance and support to clients, ensuring their needs are met and fostering strong relationships.

Client Advisory Services

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

This department focuses on high-level strategic management and guidance for the organization.

Executive Leadership

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

This department manages relationships and services for individual clients, focusing on personalized financial solutions.

Private Client Services

This department oversees strategic direction and decision-making for the organization.

SCS Financial

Org chart

Teams

Client Advisory Services

Leadership Team

Executive Leadership

Investment Team

Private Client Services

Leadership Council

Offices

SCS Financial

Org chart

Teams

Client Advisory Services

Leadership Team

Executive Leadership

Investment Team

Private Client Services

Leadership Council

Offices

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