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SCS Financial
SCS Financial is an investment and wealth management firm that helps families manage complexity, align their decisions with their purpose and priorities, and...
Overview
SCS Financial is an investment and wealth management firm that helps families manage complexity, align their decisions with their purpose and priorities, and steward wealth thoughtfully across generations. The firm was founded in 2002 and is headquartered in Boston. It reports $60B in assets under management.
General information
Firm type
Multi Family Office
Year founded
2002
Location
Region
North America
Country
United States
City
Boston
Corporate office
888 Boylston Street, Suite 1010, Boston, MA 02199, United States
Additional offices
New York, NY · Providence, RI · Los Angeles, CA · West Palm Beach, FL
Principals
Adrienne Penta
National Head of Wealth Management
Clare Harker
Managing Director, Private Client Group
Lane MacDonald
Chief Investment Officer
Nicole Jackson Leslie
Head of Wealth Strategy
Sector focus
Frequently asked questions
Where is SCS Financial headquartered?
Boston
When was SCS Financial founded?
2002
What is SCS Financial's reported AUM?
$60B
What investment areas does SCS Financial focus on?
Traditional Investments and Alternative Investments
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