B. Scott Sadler, Cfa

B. Scott Sadler, Cfa Email and Phone Number

Founder, Boardwalk Capital Management. Director - Investment Strategies, Overlay Capital. @ Boardwalk Capital Management
B. Scott Sadler, Cfa's Location
Atlanta Metropolitan Area, United States, United States
B. Scott Sadler, Cfa's Contact Details
About B. Scott Sadler, Cfa

Helping investors create "Wealth with Impact". In the public markets, we help align client investments with their values and objectives. And, in private investments, we help them drive real change and create measurable impact with select opportunities in private equity, infrastructure and venture capital. Talk to us about: Impact investment, sustainable equity management, impact 401k plan design & management, retirement & educational planning, private investments, venture capital, private equity, solar energy investment.

B. Scott Sadler, Cfa's Current Company Details
Boardwalk Capital Management

Boardwalk Capital Management

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Founder, Boardwalk Capital Management. Director - Investment Strategies, Overlay Capital.
B. Scott Sadler, Cfa Work Experience Details
  • Boardwalk Capital Management
    Founder And President
    Boardwalk Capital Management Apr 2009 - Present
    Atlanta, Georgia, Us
    CIO and owner of an independent registered investment advisory practice focused on sustainable and social impact investing across public and private markets. The Southeast's first wealth management firm to be named a Certified B Corporation. Specialists in customized values-based and social impact investing. Both public and private investments focused on positive social value and competitive financial return potential.
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  • Overlay Capital
    Director -- Investment Strategies
    Overlay Capital Jun 2022 - Present
    Atlanta, Ga, Us
    Overlay is a vertical-focused fund manager investing in venture capital and private equity. We seek idiosyncratic opportunities to create and capture value by investing in the misunderstood parts of the private markets, typically alongside emerging and small market managers, and with a focus on sustainable systems, circular economy, and decarbonization.
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  • Boardwalk Planning Strategies Llc
    Owner
    Boardwalk Planning Strategies Llc Mar 2014 - Present
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  • Altera Investments
    Managing Director
    Altera Investments Nov 2018 - May 2022
    Atlanta, Georgia, Us
    View
  • University Of North Georgia - Mike Cottrell College Of Business
    Advisory Board Member
    University Of North Georgia - Mike Cottrell College Of Business Apr 2016 - Apr 2022
    Dahlonega, Ga, Us
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  • Green Chamber Of The South
    Past Chairman, Board Of Directors
    Green Chamber Of The South Jan 2012 - Jan 2021
    Atlanta, Georgia, Us
    Past Board Chairman, Vice Chair and Events chair.
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  • Technology Association Of Georgia
    Board Member, Tag - Cfo
    Technology Association Of Georgia Jul 2014 - Nov 2018
    Atlanta, Georgia, Us
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  • Ovie Mughelli Foundation
    Member Board Of Trustees
    Ovie Mughelli Foundation Mar 2016 - Jan 2018
    Trustee for a charitable foundation that connects sports and and sustainability for youth in the Southeast. Founded by retired Atlanta Falcons all-pro fullback Ovie Mughelli.
  • Will Solutions
    Advisory Board Member
    Will Solutions Jun 2011 - Jan 2018
    Beloeil, Québec, Ca
    Advisor to company president and staff of a revolutionary start-up firm that documents, certifies and monetizes carbon credits from small emitters.
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  • Goldman Sachs
    Vice President
    Goldman Sachs May 2006 - Feb 2009
    New York, New York, Us
    Chief Investment Officer of a five person team, providing investment management and wealth advisory to high net worth individuals and institutions.
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  • Bank Of America
    Senior Portfolio Manager, Svp
    Bank Of America Sep 2002 - May 2006
    Charlotte, Nc, Us
    Investment manager for high net worth individuals and institutional clients.
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  • Wachovia Corp
    Mutual Fund Manager -- Emerging Markets
    Wachovia Corp 1994 - 2002
    Charlotte, North Carolina, Us
    Founder and Lead Manager -- Wachovia Emerging Markets Fund
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  • Wachovia Corp
    Senior Vice President
    Wachovia Corp 1987 - 1994
    Charlotte, North Carolina, Us
    Equity analyst and portfolio manager for personal and institutional Trust clients.
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B. Scott Sadler, Cfa Skills

Portfolio Management Alternative Investments Equities Investment Management Emerging Markets Finance Entrepreneurship Investment Advisory Financial Advisory Venture Capital Fixed Income Sustainable Investing Retirement Planning Capital Markets Cleantech Corporate Finance International Investment Marketing Strategy

B. Scott Sadler, Cfa Education Details

  • University Of Virginia
    University Of Virginia
    Mgmt)

Frequently Asked Questions about B. Scott Sadler, Cfa

What company does B. Scott Sadler, Cfa work for?

B. Scott Sadler, Cfa works for Boardwalk Capital Management

What is B. Scott Sadler, Cfa's role at the current company?

B. Scott Sadler, Cfa's current role is Founder, Boardwalk Capital Management. Director - Investment Strategies, Overlay Capital..

What is B. Scott Sadler, Cfa's email address?

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What schools did B. Scott Sadler, Cfa attend?

B. Scott Sadler, Cfa attended University Of Virginia.

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What skills is B. Scott Sadler, Cfa known for?

B. Scott Sadler, Cfa has skills like Portfolio Management, Alternative Investments, Equities, Investment Management, Emerging Markets, Finance, Entrepreneurship, Investment Advisory, Financial Advisory, Venture Capital, Fixed Income, Sustainable Investing.

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