Scott Egner Email & Phone Number

Boston, Ma, Us

Boston, Massachusetts, United States

Syntax brings a unique perspective to investment management analytics and processes. Drawing on proprietary methodologies derived from the biotech industry, we define the DNA of companies and investment portfolios with pinpoint clarity. Through its financial analysis platform, Affinity, and its financial indices, Syntax empowers investors to meet their investment objectives with precision and accuracy.

Boston

• Developed LOGICLY's go-to-market strategy for its flagship LOGICLY platform. Worked closely with the marketing, product, and customer engagement/sales teams to deliver unique subscription based "rep as PM" research due diligence and portfolio construction toolset to streamline and codify financial advisors "investment process".• Developed positioning and go-to market strategy for LOGICLY’s custom index/personal portfolio management at scale solution to the “rep as PM” & “advisor as PM”… Show more • Developed LOGICLY's go-to-market strategy for its flagship LOGICLY platform. Worked closely with the marketing, product, and customer engagement/sales teams to deliver unique subscription based "rep as PM" research due diligence and portfolio construction toolset to streamline and codify financial advisors "investment process".• Developed positioning and go-to market strategy for LOGICLY’s custom index/personal portfolio management at scale solution to the “rep as PM” & “advisor as PM” marketplace supporting thematic investing and scale deliver of core enabling technology.• Worked with marketing team to completely overhaul client engagement strategy through enhanced digital marketing program.• Worked with Sales team to target the financial advisory wealth management space by developing target audience profiles and enhanced buying signal capabilities• Worked with sales and marketing team to develop and monitor KPIs across digital marketing sources, and direct outreach initiatives.• Increased subscriber base for LOGICLY platform solutions by 500% in less than 12 months from launch resulting in 900 new users of the platform.• Worked closely with TMX (funding partner) to support delivery of global data-set for exchange traded products to asset and alternative management firms.- TMX purchased LOGICLY February 2023 Show less

Boston, Massachusetts, United States

Advising on go-to market strategies for financial products serving the wealth management industry.

Greater Boston Area

We offer expert insights and actionable strategies to our advisor clients through a comprehensive suite of education, training and consulting solutions that deliver real results. , Our experienced advisor consulting group works with select advisory businesses, RIAs and family offices where the complexity of their investment, risk mitigation and practice management issues demands the highest level of discovery, analysis and solution development. No matter what stage you are at in building your… Show more We offer expert insights and actionable strategies to our advisor clients through a comprehensive suite of education, training and consulting solutions that deliver real results. , Our experienced advisor consulting group works with select advisory businesses, RIAs and family offices where the complexity of their investment, risk mitigation and practice management issues demands the highest level of discovery, analysis and solution development. No matter what stage you are at in building your financial advisory business, Horizon Investments brings experience, perspective, knowledge and capabilities to your investment and practice management needs. Show less

Greater Boston Area

I currently act as Forefront's Client Strategist. In this capacity I am the liaison to our financial advisory & intermediary distribution clients, and institutional clients seeking our OCIO services.

Managed Account Solutions:The Group helps advisors improve their investment process by providing education and support for TDAI's open architecture managed account solutions. We work with the RIA community in the identification and implementation of managed solutions for their clients and prospects. In the span of 8 years I helped TD Ameritrade Institutional move to a Cerulli top ten provider of managed account solutions with in excess of $40B in AUM. We started this journey in 2010… Show more Managed Account Solutions:The Group helps advisors improve their investment process by providing education and support for TDAI's open architecture managed account solutions. We work with the RIA community in the identification and implementation of managed solutions for their clients and prospects. In the span of 8 years I helped TD Ameritrade Institutional move to a Cerulli top ten provider of managed account solutions with in excess of $40B in AUM. We started this journey in 2010 with approximately $1B in AUM and thru a collaborative team-oriented process and an innovative use of “open architecture” solutions we successfully grew this business to be an integral part of the solution set advisors and break away brokers implemented in their business. Show less

Providing advice to asset managers on sales, marketing and distribution.

Responsible for all aspects of sales and marketing strategies for retail distribution at Placemark.

Successfully launched 5 UMA platforms with broker dealer clients in Western United States. Raised $1b in new AUM over 2.5 years.

Mba, Business Administration And Management, General

Bachelor Of Arts (B.A.), Double Major- Business And Psychology

Activities and Societies: Varsity Lacrosse

Hs Diploma