Lake Street Advisors Group, LLC and Edge Capital Group, LLC, have each entered into definitive agreements to join SCS Financial, Focus Partners Family Office and OCIO, headquartered in Boston, MA.
SCS Financial announced the appointment of Adrienne Penta to the role of National Head of Wealth Management, effective January 6th, 2025.
SCS Financial announced the appointment of Lane MacDonald to the role of Chief Investment Officer (CIO) and Chair of the SCS Investment Committee, effective July 1, 2024.
Alex joined SCS Financial Services in 2024 as Managing Director of Strategy and M&A. Alex is responsible for helping drive the execution of our M&A strategy while supporting the firm broadly on strategic initiatives to drive growth, operational improvement, and talent development.
Clare joined SCS Financial Services in 2024 as a Managing Director in the Private Client Group with over 13 years of experience in wealth management. Clare works with clients to develop and implement customized investment and estate planning strategies that achieve their personal goals and objectives.
Andy joined SCS Financial Services in 2024 as a Managing Director in the Private Client Group, across the Boston and West Palm Beach offices. He has over 25 years of experience in the investment business.
Tim joined SCS Financial Services in 2024. He came to SCS from the M&A team at Focus Financial Partners with the mandate to co-lead Focus Investment Partners. The group’s goal is to curate and deliver a high quality, education-focused alternative investment program for a variety of institutional investors and the broader Focus Financial partnership.
Stephen Carlson, Managing Director for SCS Investment Partners joined Julie Cooling, Founder and CEO of RIA Channel, at the CAIS Alternative Investment Summit to discuss private equity and alternative investments in client portfolios.