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As a Sales, distribution and marketing leader at Syntax data, I leverage my 30+ years of experience in the investment and financial advisory industry to deliver unique and innovative solutions to the wealth management space. I work with Syntax data's marketing, product, and customer engagement teams to develop and execute go-to-market strategies for its financial analysis platform, Affinity, and its award winning, first of its kind, Syntax Direct custom portfolio solutions technology to help advisors deliver unique and scalable client driven solutionsI have a proven track record of driving revenue growth, expanding market share, and building long-term relationships with clients and partners. Previously, I was the Chief Revenue Officer at LOGICLY, where I led the go-to-market strategy for its flagship LOGICLY platform, a subscription-based research and portfolio construction toolset for financial advisors. I also advised on the go-to-market strategy for LOGICLY's custom index and personal portfolio management solution, and oversaw the digital marketing program. My mission is to empower investors with cutting-edge technology and analytics that enhance their investment objectives and outcomes.
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Senior ConsultantAdvintroBoston, Ma, Us
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Managing DirectorSyntax Data Feb 2023 - PresentBoston, Massachusetts, United StatesSyntax 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. -
Chief Revenue Officer (Cro)Logicly Oct 2021 - Jan 2023Boston• 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
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Fintech And Asset Management Consultant- May 2021 - Oct 2021Boston, Massachusetts, United StatesAdvising on go-to market strategies for financial products serving the wealth management industry.
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Practice Leader, Horizon OneHorizon Investments® Nov 2019 - Apr 2021Greater Boston AreaWe 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 -
Client StrategistForefront Analytics, Llc Apr 2018 - Nov 2019Greater Boston AreaI 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. -
Business Development ManagerTd Ameritrade Jan 2010 - Mar 2018Managed 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 -
Consultant- Apr 2009 - Jan 2010Providing advice to asset managers on sales, marketing and distribution.
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Svp- National Sales ManagerPlacemark Investments Mar 2007 - Apr 2009Responsible for all aspects of sales and marketing strategies for retail distribution at Placemark. -
Vice PresidentPlacemark Investments Jul 2004 - Mar 2007Successfully launched 5 UMA platforms with broker dealer clients in Western United States. Raised $1b in new AUM over 2.5 years.
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VpAlliancebernstein Dec 2002 - Dec 2003 -
Managing DirectorNorth American Funds/American General Asset Management 1998 - 2002
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--Federated Investors 1996 - 1999 -
Internal SalesScudder Kemper Investments 1996 - 1997
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VpCibc 1987 - 1990
Scott Egner Skills
Scott Egner Education Details
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Business Administration And Management, General -
Double Major- Business And Psychology -
Princeton Day SchoolHs Diploma
Frequently Asked Questions about Scott Egner
What company does Scott Egner work for?
Scott Egner works for Advintro
What is Scott Egner's role at the current company?
Scott Egner's current role is Senior Consultant.
What is Scott Egner's email address?
Scott Egner's email address is se****@****nts.com
What is Scott Egner's direct phone number?
Scott Egner's direct phone number is (800) 454*****
What schools did Scott Egner attend?
Scott Egner attended Northwestern University - Kellogg School Of Management, Lake Forest College, Princeton Day School.
What skills is Scott Egner known for?
Scott Egner has skills like Investments, Asset Management, Investment Advisory, Financial Services, Portfolio Management, Investment Strategies, Leadership, Wealth Management, Mutual Funds, New Business Development, Equities, Asset Managment.
Who are Scott Egner's colleagues?
Scott Egner's colleagues are David M. Aferiat, Tom Wagner, Randy Namin, David Westerhout, Brendon Cooper, Chuck Hayes.
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Scott Egner
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