Scott D. Roulston

Scott D. Roulston Email and Phone Number

Advisory Partner, The Pritzker Organization | Board Member, Wellspring Financial Advisors and Lineweaver Financial Group | Expert in Wealth Management Strategy, Governance, and M&A | Family Offices, Investment Strategy @ The Pritzker Organization
Scott D. Roulston's Location
Greater Cleveland, United States, United States
Scott D. Roulston's Contact Details
About Scott D. Roulston

With over 40 years of experience in wealth and asset management, I help organizations grow and realize value through sound strategy, good governance, and professional management. As an Advisory Partner at The Pritzker Organization, the family merchant bank for the interests of the Thomas J. Pritzker family, I provide strategic advice and guidance on investment opportunities in the wealth management industry.I also serve as a Board Member at Wellspring Financial Advisors, an independent multi-family office offering holistic financial services to ultra-high-net-worth individuals and families.

Scott D. Roulston's Current Company Details
The Pritzker Organization

The Pritzker Organization

View
Advisory Partner, The Pritzker Organization | Board Member, Wellspring Financial Advisors and Lineweaver Financial Group | Expert in Wealth Management Strategy, Governance, and M&A | Family Offices, Investment Strategy
Scott D. Roulston Work Experience Details
  • The Pritzker Organization
    Advisory Partner
    The Pritzker Organization Feb 2020 - Present
    Chicago, Il, Us
    The Pritzker Organization is the family merchant bank for the interests of the Thomas J. Pritzker family.
    View
  • Wellspring Financial Advisors
    Member Of The Board Of Advisors
    Wellspring Financial Advisors Jun 2022 - Present
    Cleveland, Ohio, Us
    Wellspring is an independent multi-family office.
    View
  • Lineweaver Financial Group, Inc.
    Strategic Advisory Board Member
    Lineweaver Financial Group, Inc. Apr 2024 - Present
    Valley View, Oh, Us
    Founded in 1993, Lineweaver Financial Group is a registered investment advisor.
    View
  • Ddr Corp.
    Board Member, Audit Committee Chair
    Ddr Corp. May 2004 - Jul 2018
    Beachwood, Oh, Us
    Publicly traded REIT. Currently traded under the ticker symbol SITE
    View
  • Ohio Police And Fire Pension Fund
    Investment Expert Trustee
    Ohio Police And Fire Pension Fund Mar 2013 - Feb 2017
    Us
    Appointed by Governor John R. Kasich.
    View

Scott D. Roulston Skills

Wealth Management Board Of Directors Audit Committee Investments Finance Investment Management Strategic Planning Alternative Investments Corporate Governance Financial Analysis Strategic Financial Planning Deferred Compensation Strategy Analysis Asset Allocation Asset Managment Corporate Finance Financial Advisory Hedge Funds Insurance Investment Strategies Investment Banking Investor Relations Mergers And Acquisitions Mutual Funds Real Estate Restructuring Start Ups Executive Management Leadership Management Investment Research Series 7 Wealth Management Services Real Estate Investment Trust Public Companies Board Leadership Reit Business Development Business Strategy Venture Capital Private Equity Portfolio Management Asset Management

Scott D. Roulston Education Details

  • Dartmouth College
    Dartmouth College
    Economics

Frequently Asked Questions about Scott D. Roulston

What company does Scott D. Roulston work for?

Scott D. Roulston works for The Pritzker Organization

What is Scott D. Roulston's role at the current company?

Scott D. Roulston's current role is Advisory Partner, The Pritzker Organization | Board Member, Wellspring Financial Advisors and Lineweaver Financial Group | Expert in Wealth Management Strategy, Governance, and M&A | Family Offices, Investment Strategy.

What is Scott D. Roulston's email address?

Scott D. Roulston's email address is sr****@****org.com

What is Scott D. Roulston's direct phone number?

Scott D. Roulston's direct phone number is +133063*****

What schools did Scott D. Roulston attend?

Scott D. Roulston attended Dartmouth College.

What are some of Scott D. Roulston's interests?

Scott D. Roulston has interest in Education.

What skills is Scott D. Roulston known for?

Scott D. Roulston has skills like Wealth Management, Board Of Directors, Audit Committee, Investments, Finance, Investment Management, Strategic Planning, Alternative Investments, Corporate Governance, Financial Analysis, Strategic Financial Planning, Deferred Compensation.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.