Scott Macaione, Cfa, Cfp®
AeroLeads people directory · profile

Scott Macaione, Cfa, Cfp® Email & Phone Number

Managing Director at Pathstone at Pathstone
Location: Winter Park, Florida, United States 5 work roles 2 schools
1 work email found @wateroak.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email s****@wateroak.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Pathstone
Role
Managing Director at Pathstone
Location
Winter Park, Florida, United States
Company size
174 employees

Who is Scott Macaione, Cfa, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Scott Macaione, Cfa, Cfp® is listed as Managing Director at Pathstone at Pathstone, a with 174 employees, based in Winter Park, Florida, United States. AeroLeads shows a work email signal at wateroak.com and a matched LinkedIn profile for Scott Macaione, Cfa, Cfp®.

Scott Macaione, Cfa, Cfp® previously worked as Managing Director at Pathstone and Vice President, Director of Advisory Services (Florida Location Acquired by Pathstone May 2022) at Eaton Vance Wateroak Advisors. Scott Macaione, Cfa, Cfp® holds Bachelor Of Science (B.S.), Finance from Stonehill College.

Company email context

Email format at Pathstone

This section adds company-level context without repeating Scott Macaione, Cfa, Cfp®'s masked contact details.

{first}@wateroak.com
86% confidence

AeroLeads found 1 current-domain work email signal for Scott Macaione, Cfa, Cfp®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Scott Macaione, Cfa, Cfp®

Professional:I have been fortunate to have a fulfilling journey in the financial services industry. - I began my career over 25 years ago and continue to work in an advisory capacity to a handful of wealthy families needing sophisticated planning and investment guidance- I joined a privately owned, Fee Only Independent Investment Advisory firm in 2011. I served as Head of Advisory Services and Partner. (i) I provided operational and strategic leadership to the firm through an operating committee of myself and 2 other partners. (ii) Additionally, I lead an advisory team responsible for providing investment guidance to families with total investable firm assets in excess of $3 Billion over the past 10+ years. My additional responsibilities included providing leadership and support to a sales team focused on business development organically, in the Fidelity Investments sales channel as well as the TD Ameritrade sales channel. (iii) We, as a firm, successfully navigated a transition to Eaton Vance in 2020 becoming Eaton Vance WaterOak Advisors. Morgan Stanley acquired Eaton Vance in March 2021. Our platform did not fit within the Morgan Stanley construct and we subsequently successfully exited Eaton Vance WaterOak Advisors in May 2022 to once again become a privately owned RIA within Pathstone.I have been featured in multiple publications over my career including Barron's & WSJ where I was included in the Barron's Top 1200 U.S. Financial Advisors in 2020 & 2021.Personal:I moved to Orlando with my family in 1983. I attended primary school in Orlando, traveling to Boston for college and returning to Orlando in 1998. I am active in the Seminole County Public Schools (SCPS) system serving as VP of Finance and a Board Member for the SCPS Foundation.

Current workplace

Scott Macaione, Cfa, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Pathstone
Pathstone
Managing Director at Pathstone
boston, massachusetts, united states
Website
pathstone.com
Employees
174
AeroLeads page
Company profile
View company profile Email format
5 roles

Scott Macaione, Cfa, Cfp® work experience

A career timeline built from the work history available for this profile.

Managing Director

Current
Pathstone

Winter Park, Florida, United States

May 2022 - Present

Vice President, Director Of Advisory Services (Florida Location Acquired By Pathstone May 2022)

Eaton Vance Wateroak Advisors

Winter Park, Florida, United States

Oct 2020 - May 2022

Head Of Advisory Services, Principal (Acquired By Eaton Vance October 2020)

Wateroak Advisors

Winter Park, Fl

WaterOak Advisors is first and foremost an independent, Fee-Only wealth management firm. Founded in 1997 and employee owned, we currently manage a nationwide client base totaling ~$2 billion in assets. The firm has been recognized as a Barron’s Top 100 Independent Advisor (2018) as well as being named to the Financial Times 300 Top Registered Investment Advisers List (2018) and the Forbes list of America’s Top Wealth Advisors (2018).Since the firm’s inception, WaterOak Advisors has delivered objective advice implemented via institutional caliber investments not available to the retail investor. Our belief has always been that the only way to truly serve our clients was to create a firm that offers expert financial guidance within a Fee-Only structure. As well, our investment strategies are designed in the same fashion as many of the country’s largest endowments, foundations and pension plans. Our team of trusted financial advisors provide investment management to a select group of high net-worth clients, including individuals/families, foundations/endowments, and institutions.TESTIMONIALS ARE NOT PERMITTED BY LAW:The Securities and Exchange Commission (SEC) prohibits testimonials. As an investment advisory representative of WaterOak Advisors, I cannot display any testimonials of any kind, including LinkedIn Endorsements or Recommendations related to this position. While I thank you for sharing your satisfaction about WaterOak with your friends and colleagues, please do not post it publicly on this or any other website. We do not solicit testimonials and cannot be responsible for them. Per SEC regulations, any posts that can be interpreted as testimonial will, respectfully, be removed; therefore, you will not find any quotes from satisfied clients posted on any public site.

May 2011 - Oct 2020

Vp/Senior Account Executive

Fidelity Investments

Orlando, Florida Area

Provided wealth management expertise to over 500 affluent households with consolidated assets in excess of $1 Billion. My responsibilities included providing investment and planning guidance, estate & trust guidance, coordination of operational support in addition to providing a single point of contact to clients of Fidelity Investments under my guidance. I accomplished all I wanted to achieve at Fidelity Investments and left in March 2011 to explore opportunities in the RIA space.• Multiple national leadership and recognition awards• SE Functional Lead for Account Executives

Nov 1998 - Mar 2011

Financial Advisor

Morgan Stanley

Cultivated new business. Provided investment and planning guidance to affluent families. I left in October 1998 to explore new opportunities with Fidelity Investments.

Jun 1996 - Oct 1998
Team & coworkers

Colleagues at Pathstone

Other employees you can reach at pathstone.com. View company contacts for 174 employees →

LH Lorenthia Howard Lorenthia Howard Colleague at PathstoneWinterville, North Carolina, United States View → VK Viren Kamdar Cfp® Viren Kamdar Cfp® Colleague at PathstoneSeattle, Washington, United States View → DD Dylan Davis Dylan Davis Colleague at PathstoneMercer Island, Washington, United States View → WM William Mcney William Mcney Colleague at PathstoneBoston, Massachusetts, United States View → AJ Andrew John, Cfa Andrew John, Cfa Colleague at PathstoneGreater Philadelphia, United States View → OS Omar Safwat Omar Safwat Colleague at PathstoneLevittown, Pennsylvania, United States View → JP Jeff Park Jeff Park Colleague at PathstoneNew York City Metropolitan Area, United States View → HE Haley Estenson, Cfp®, Apma® Haley Estenson, Cfp®, Apma® Colleague at PathstoneGreater Seattle Area, United States View → AA Andrew Ayres Andrew Ayres Colleague at PathstoneWaxhaw, North Carolina, United States View → SD Saurabh Desai Saurabh Desai Colleague at PathstoneGreater Philadelphia, United States View →
2 education records

Scott Macaione, Cfa, Cfp® education

FAQ

Frequently asked questions about Scott Macaione, Cfa, Cfp®

Quick answers generated from the profile data available on this page.

What company does Scott Macaione, Cfa, Cfp® work for?

Scott Macaione, Cfa, Cfp® works for Pathstone.

What is Scott Macaione, Cfa, Cfp®'s role at Pathstone?

Scott Macaione, Cfa, Cfp® is listed as Managing Director at Pathstone at Pathstone.

What is Scott Macaione, Cfa, Cfp®'s email address?

AeroLeads has found 1 work email signal at @wateroak.com for Scott Macaione, Cfa, Cfp® at Pathstone.

Where is Scott Macaione, Cfa, Cfp® based?

Scott Macaione, Cfa, Cfp® is based in Winter Park, Florida, United States while working with Pathstone.

What companies has Scott Macaione, Cfa, Cfp® worked for?

Scott Macaione, Cfa, Cfp® has worked for Pathstone, Eaton Vance Wateroak Advisors, Wateroak Advisors, Fidelity Investments, and Morgan Stanley.

Who are Scott Macaione, Cfa, Cfp®'s colleagues at Pathstone?

Scott Macaione, Cfa, Cfp®'s colleagues at Pathstone include Lorenthia Howard, Viren Kamdar Cfp®, Dylan Davis, William Mcney, and Andrew John, Cfa.

How can I contact Scott Macaione, Cfa, Cfp®?

You can use AeroLeads to view verified contact signals for Scott Macaione, Cfa, Cfp® at Pathstone, including work email, phone, and LinkedIn data when available.

What schools did Scott Macaione, Cfa, Cfp® attend?

Scott Macaione, Cfa, Cfp® holds Bachelor Of Science (B.S.), Finance from Stonehill College.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.