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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Ascent Wealth Partners | Partner | Jan 2011 to Present | Develop investment strategy. Manage portfolios. Maintain client relationships. |
| Strategic Investment Advisors | President and Chief Investment Officer | Jan 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
Others at Ascent Wealth Partners, LLC (7)
| Name | Role | Location |
|---|---|---|
B Bradley Kowalczyk | Partner | New Hartford, NY , United States |
| Chief Investment Officer and Partner | New York Mills, NY , United States | |
| Partner | Rome, NY , United States | |
K Kira Edmonds | Associate | Saratoga Springs, NY , United States |
| Senior Portfolio Analyst | Charlotte, NC , United States | |
| Partner | Saratoga Springs, NY , United States | |
N Neil Edmonds | Partner | Saratoga Springs, NY , United States |
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