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Scott Meggenberg Email & Phone Number
Head of Real Assets Manager Research
at
Ellwood Associates
2 work emails found
@ellwoodassociates.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Head of Real Assets Manager Research
Location
Greater Chicago Area, United States, United States
Who is Scott Meggenberg? Overview
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Quick answer
Scott Meggenberg is listed as Head of Real Assets Manager Research at Ellwood Associates, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at ellwoodassociates.com and a matched LinkedIn profile for Scott Meggenberg.
Scott Meggenberg previously worked as Investment Advisor at Captrust and Employee Stock Ownership Plan (ESOP) Committee Member at Ellwood Associates. Scott Meggenberg holds Bachelor Of Science, Finance from Bradley University.
Company email context
Email format at Ellwood Associates
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{first_initial}{last}@ellwoodassociates.com
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Profile bio
About Scott Meggenberg
As an investment advisor with 20+ years experience in developing and overseeing investment portfolio programs, I focus on crafting and devising investment programs at a leading investment advisory. Presently, I work as an advisor to 20+ clients with $20M to $2B in AUM including major corporations, non-profits & health care systems. During various periods in my career, I have led the Real Assets Research Team, served as a member of the Traditional Manager Research Team, served as a member of the Traditional Manager Research Committee and was Head of Private Equity Research.With a robust client retention record, I pride myself as serving as a trustworthy partner for my clients with a strong acumen. I remain strong with my convictions and opinions in regards to investment related topics yet continue to work collaboratively and respectfully with my peers. Consistently, I focus on developing portfolios that achieve client's goals and objectives.In addition, I currently serve as a manager to several young consulting professionals as an approachable and ethical leader and mentor. A primary goal is to provide my team with the foundation in creating client portfolios as well as talking point framework to successful engage when attending client meetings.
Listed skills include Investment Advisory.
Current workplace
Scott Meggenberg's current company
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8 roles · 19 years
Scott Meggenberg work experience
A career timeline built from the work history available for this profile.
Investment Advisor
Current
Oct 2021 - Present
Employee Stock Ownership Plan (Esop) Committee Member
Current
Ellwood Associates
Selected to committee for brainstorming ways to continue stock distribution, post share-distribution. Conferred regularly with management.
2015 - Present
~11 yrs 4 mos
Head Of Real Assets Manager Research
Current
Ellwood Associates
Lead search for top real asset managers for client portfolio investment to mitigate inflationary pressures. The research targets commodities and natural resource equities in addition to oil and gas investments.
2014 - Present
~12 yrs 4 mos
Senior Investment Consultant
Ellwood Associates
Craft and develop investment programs comprised of traditional and alternative asset classes at leading investment advisory, advising 20+ clients with $20M to $2B+ in AUM including major corporations, nonprofits (endowments & foundations) & high-net worth individuals. Hired as Performance Analyst, was quickly promoted to Research Analyst before assuming.
Nov 2012 - Oct 2021
Senior Traditional Manager Research Investment Committee Member
Ellwood Associates
Serve on committee that determines the investment managers allowed for client capital investment. This includes all equity and fixed income managers on Ellwood’s qualified list.
2012 - Oct 2021
Head Of Growth Taskforce
Ellwood Associates
Served as de facto Marketing Manager, in concert with other responsibilities. Crafted plan to boost firm revenues, including expansion into new territories and overhaul of brand graphics/marketing identity.
2013 - 2015
~2 yrs
Head Of Private Equity Manager Research
Ellwood Associates
Enacted quality list of private equity managers (fund-of-funds managers and direct investments) pursuing venture capital, buyouts and distressed investments. Grew list of qualified investment managers for client investment from five (5) to 15.
2007 - 2014
~7 yrs
1 education record
Scott Meggenberg education
FAQ
Frequently asked questions about Scott Meggenberg
Quick answers generated from the profile data available on this page.
What company does Scott Meggenberg work for?
Scott Meggenberg works for Ellwood Associates.
What is Scott Meggenberg's role at Ellwood Associates?
Scott Meggenberg is listed as Head of Real Assets Manager Research at Ellwood Associates.
What is Scott Meggenberg's email address?
AeroLeads has found 2 work email signals at @ellwoodassociates.com for Scott Meggenberg at Ellwood Associates.
Where is Scott Meggenberg based?
Scott Meggenberg is based in Greater Chicago Area, United States, United States while working with Ellwood Associates.
What companies has Scott Meggenberg worked for?
Scott Meggenberg has worked for Ellwood Associates and Captrust.
How can I contact Scott Meggenberg?
You can use AeroLeads to view verified contact signals for Scott Meggenberg at Ellwood Associates, including work email, phone, and LinkedIn data when available.
What schools did Scott Meggenberg attend?
Scott Meggenberg holds Bachelor Of Science, Finance from Bradley University.
What skills is Scott Meggenberg known for?
Scott Meggenberg is listed with skills including Investment Advisory.
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