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@carnegiewealth.com
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Scott Sheffer is listed as Scott is Chief Executive Officer of Carnegie Wealth Management, LLC with office locations in Berwyn and Yardley Pennsylvania. at Carnegie Wealth Management, a company with 7 employees, based in Berwyn, Pennsylvania, United States. AeroLeads shows a work email signal at carnegiewealth.com and a matched LinkedIn profile for Scott Sheffer.
Scott Sheffer previously worked as Chief Executive Officer at Carnegie Wealth Management and Managing Director, Head of National Sales Management and Strategic Client Development at Barclays Wealth And Investment Management. Scott Sheffer holds Juris Doctor, Law from Byu Law School.
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Experienced Chief Executive Officer with a demonstrated history of working in the Wealth Management industry. Skilled in Revenue & Profit Growth, Asset Management, Real Estate, Private Equity, Strategic and Operational Planning, and Mentoring. Strong business development professional with a Juris Doctor (J.D.) from Brigham Young University—J. Reuben Clark Law School. Advisory Services are offered through Carnegie Wealth Management, LLC. Securities and Advisory Services are also offered through The Strategic Financial Alliance, Inc. (SFA), member FINRA/SIPC, which is otherwise unaffiliated with Carnegie Wealth Management, LLC. Supervisory office 678.954.4000. Scott Sheffer is an investment advisor representative of Carnegie Wealth Management and a registered representative and investment adviser representative of SFA. All information contained herein is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, securities or advisory services. Investments in securities involve risk, including the potential loss of principal invested. We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account or transaction information anywhere on this site. Opinions expressed herein are those of the author and do not necessarily reflect those of The Strategic Financial Alliance, Inc., its officers, directors, employees or associated persons.Carnegie Wealth Management, LLC667 Exton CommonsExton, PA 19341(610) 640-4300info@carnegiewealth.comwww.carnegiewealth.com
Listed skills include Business Strategy, Building New Business, Revenue And Profit Growth, Sales Management, and 29 others.
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850 Cassatt Road, Suite 225, Berwyn PA 19312
Carnegie Wealth Management is an independent, employee owned and operated investment management firm based in suburban Philadelphia and Yardley Pennsylvania. Because we are an independent boutique, we are simply focused on providing the very best advice to every client. Our team has been leveraging our investment experience to benefit our clients for over.
New York, NY
Drive national sales efforts of Investment Representatives and leverage Barclays Investment Bank and all third party Wealth Relationships. * Devise U.S. sales strategy to meet financial targets, create content and run national sales meetings and drive sales by optimizing technology, sales practice management and utilization of the investment platform. *.
New York, NY
Design, build and manage distribution efforts of all internal Barclays product teams across the investment platform. * Responsible for P&L, setting strategy, building and managing all structuring, sales and marketing efforts of the long-only, hedge fund, mutual fund, private asset (equity, debt and real estate), structured investments, Guided and.
Mid-Atlantic And Southeast
Joined Barclays in September 2008 as part of Barclays' acquisition of Lehman Brothers Private Investment Management (PIM) business. * Initially responsible for managing Barclays Philadelphia office, developed and opened the Barclays Washington D.C. office, then asked to manage the Barclays Atlanta and Palm Beach offices. * Responsibilities included.
Philadelphia
Responsibilities included managing the P&L and all personnel and business activity, assisting in new client acquisition and recruiting and supervision of Investment Representatives, MBA graduates, office compliance managers and client analysts.
Philadelphia, PA
Targeted, solicited, converted and then advised UHNW families, their foundations and endowments on generational wealth planning, asset allocation and investment management. * Led 5-person Private Wealth Management Team and served as head of new business generation, alternative investments and single stock risk management. * Acquired and advised 28 family.
Activities and Societies: Dean's List 1984-1988
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Scott Sheffer works for Carnegie Wealth Management.
Scott Sheffer is listed as Scott is Chief Executive Officer of Carnegie Wealth Management, LLC with office locations in Berwyn and Yardley Pennsylvania. at Carnegie Wealth Management.
AeroLeads has found 1 work email signal at @carnegiewealth.com for Scott Sheffer at Carnegie Wealth Management.
Scott Sheffer is based in Berwyn, Pennsylvania, United States while working with Carnegie Wealth Management.
Scott Sheffer has worked for Carnegie Wealth Management, Barclays Wealth And Investment Management, Lehman Brothers, and Goldman Sachs.
Scott Sheffer's colleagues at Carnegie Wealth Management include Amy Abromaitis.
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Scott Sheffer holds Juris Doctor, Law from Byu Law School.
Scott Sheffer is listed with skills including Business Strategy, Building New Business, Revenue And Profit Growth, Sales Management, Leadership, Risk Management, Building Business Partnerships, and Capital Markets.
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