Scs Financial
SCS Financial is a wealth and investment management firm specializing in serving ultra-high-net-worth individuals, families, and institutions. We deliver personalized, fee-only advisory services focused on each client’s objectives, providing them with an integrated and customized plan for their future and a commitment to strive to exceed their expectations every day. As the Family Office & Outsourced Chief Investment Officer (OCIO) division of Focus Financial Partners, we serve clients with an unwavering commitment to integrity, transparency, and a client-first approach. Our team is at the heart of our success — composed of experienced professionals who thrive in a culture of curiosity and collaboration. Headquartered in Boston, SCS has offices in New York, Providence, RI, Los Angeles, West Palm Beach, Atlanta, Dallas, Charlotte, Lexington, KY, Tampa, and Portsmouth, NH. We continue to grow, providing wealth and investment management services to families and institutions across the country.
7-day free trial · no credit card
Verified contacts
200
available on Kipplo
LinkedIn employees
247
51 to 200 range
Open roles
20
across 2 depts
Distinct roles
105
indexed titles
Tech stack
3
tools in use
Monthly traffic
883
organic / mo
Hiring · 20 open positions across 2 departments
Sign up free to see all 200 verified contacts at Scs Financial
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
200 contacts with verified email or phone · masked until revealed.
- AP
Adrienne Penta
National Head of Wealth Management · Finance & Accounting
EmailPhone - AB
Alice Burley
Managing Director · General Business & Management
EmailPhone - AD
Andrew Duval
Director, Client Analytics & Reporting · General Business & Management
EmailPhone - AJ
Andy Janfaza
Managing Director · General Business & Management
EmailPhone - BH
Barrett Holden
Director, Investment Partners · General Business & Management
EmailPhone - BP
Brad Parsons
Managing Director · General Business & Management
EmailPhone - BM
Brett Murdock
Director · General Business & Management
EmailPhone - BB
Brian Blanchard
Managing Director · General Business & Management
EmailPhone - CK
Caroline Knuff
Managing Director · General Business & Management
EmailPhone
Showing 9 of 200 verified contacts
Top roles at Scs Financial
105 distinct titles indexed · top 10 shown.
- 22managing director
- 15director
- 15vice president
- 10client advisor
- 7director, private client group
- 7senior client advisor
- 4senior associate
- 3associate
- 2()
- 2analyst
- +95more titles
Sign up to unlock all 200 contacts at Scs Financial
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 200 verified contacts at Scs Financial
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.