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Scott McCartney

Scott McCartney

Partner at Ascent Wealth Partners, LLC

Utica, NY , United States

About

Scott C. McCartney, CFA, is a Partner and Chief Investment Officer at Ascent Wealth Partners in Utica, NY, where he leads the firm's investment strategy and oversees portfolio management. He is responsible for analyzing global economic trends, designing client portfolios, and guiding the firm's overall investment direction, emphasizing a deep commitment to client partnership and fiduciary responsibility.

Scott's investment expertise spans public equities, fixed income, and alternative asset classes, with a particular focus on navigating globally integrated markets and macroeconomic trends. His investment process draws from broad sectoral perspectives, accounting for technology, international economic developments, and changing demographic patterns impacting both developed and emerging markets.

Previously, Scott served as President and Chief Investment Officer at Strategic Investment Advisors and held management and financial roles at several large companies earlier in his career. He holds an M.B.A. in Finance from The Pennsylvania State University and an undergraduate degree from Harvard University, and earned the Chartered Financial Analyst (CFA) designation in 2006.

Career History

OrganizationRoleDate RangeDetails
Ascent Wealth PartnersPartnerJan 2011 to Present
Develop investment strategy. Manage portfolios. Maintain client relationships.
Strategic Investment AdvisorsPresident and Chief Investment OfficerJan 2002 to Jan 2011
Investment strategy, portfolio mangement. Business management.

Education

The Pennsylvania State University

M.B.A., Finance

1991 1993

Harvard University

A.B., Government

1985 1989

Skills & Expertise

Value Investing
Portfolio Management
Investments
Valuation
Strategic Financial Planning
Financial Modeling
Risk Management
Financial Analysis
Asset Managment
Equities
Asset Allocation
Alternative Investments
Fixed Income
Wealth Management
Investment Strategies
Investment Management
Mutual Funds
Investment Advisory
Strategic Financial

Others at Ascent Wealth Partners, LLC (7)

NameRoleLocation
B
Bradley Kowalczyk
PartnerNew Hartford, NY , United States
Christopher Lai
Christopher Lai
Chief Investment Officer and PartnerNew York Mills, NY , United States
Joseph Summa
Joseph Summa
PartnerRome, NY , United States
K
Kira Edmonds
AssociateSaratoga Springs, NY , United States
Julian Rivers Ballesteros
Julian Rivers Ballesteros
Senior Portfolio AnalystCharlotte, NC , United States
Mark Moshier
Mark Moshier
PartnerSaratoga Springs, NY , United States
N
Neil Edmonds
PartnerSaratoga Springs, NY , United States

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