About
Scott Gillespie is a Portfolio Manager and Advisor at LMCG Investments, LLC, based in Boston, MA, where he joined in 2023. At LMCG, he focuses on the wealth management team, collaborating with senior advisors to design and implement customized investment portfolios and solutions for private clients, leveraging his expertise in both portfolio management and advisory roles.
Before joining LMCG, Scott held positions as Partner, Portfolio Manager, and Advisor at Artemis Financial Advisors LLC, where he specialized in wealth management and tailored financial planning, including sustainable investment strategies for individuals and families. His work has consistently focused on the equities sector, with significant responsibility for developing client-centric investment strategies within the broader finance and consumer services industries.
Scott earned his Bachelor of Arts degree, double majoring in Economics and Political Science, from Wake Forest University and is a CFA Charterholder. With over a decade of experience, he is recognized for his ability to build high-quality investment solutions and his contributions to delivering personalized advice and portfolio management for high-net-worth and institutional clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| LMCG Investments, LLC | Portfolio Manager and Advisor | Oct 2023 to Present | — |
| Artemis Financial Advisors LLC | Partner | Portfolio Manager and Advisor | Dec 2021 to Oct 2023 | Artemis is a Boston-based independent, fee-only wealth management firm serving private clients.
Through integrated services, help clients develop a sense of clarity about their financial goals and co... |
| Artemis Financial Advisors LLC | Portfolio Manager and Advisor | Feb 2020 to Oct 2023 | — |
| Little House Capital | Founding Member | Portfolio Manager and Advisor (Spin off from People’s Wealth) | Oct 2017 to Feb 2020 | Part of a team that spun off from People’s Wealth Management to LHC. Built and deployed firm infrastructure, investment strategies, reporting, and trading operations with co-founders.
Worked with ind... |
| People's United Bank, N.A. | Equity Analyst and Client Portfolio Manager, VP | Mar 2015 to Oct 2017 | — |
| People's United Bank, N.A. | Senior Wealth Management Specialist, AVP | Jun 2014 to Mar 2015 | — |
| State Street | Associate II - Fixed Income | May 2013 to Jun 2014 | — |
| State Street | Associate - Fixed Income | Jun 2012 to May 2013 | — |
Education
Wake Forest University
Bachelor of Arts, Double Major in Economics and Political Science
Skills & Expertise
Others at LMCG Investments, LLC (8)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | New York, NY , United States |
 | Portfolio Manager, Partner | United States |
 | Portfolio Manager - Head of Small Cap Growth | Boston, MA , United States |
 | Managing Partner | Boston, MA , United States |
 | Managing Partner and Portfolio Manager | Boston, MA , United States |
 | Partner, Portfolio Manager | Boston, MA , United States |
 | Trading Analyst | New York, NY , United States |
 | Partner | Boston, MA , United States |