Profil
Mr. MacKilliop brings extensive managed account and securities law experience to USF.
Most recently, as co-founder and President of Trivium Consulting, he has helped build out and develop mutual fund and separate account platforms for Bear Stearns, the Frank Russell Company, JP Morgan Fleming Asset Management, Nationwide, Securities America Advisors and many others.
From 1998 to 2000, he served as President of Portfolio Management Consultants (PMC) International, Inc. (which became EnvestnetPMC), the first firm to provide separately managed account services to independent advisors.
Before joining PMC, he served as President of ADAM Investment Services, Inc., a pioneer in providing mutual fund managed account services to independent financial advisors.Inc., an investment consulting firm providing advice to employee benefit plans, foundations and endowments with $30 billion in assets.
Mr. MacKilltop has served as a senior executive with a health-related consumer products firm that he helped to found and a venture capital firm that provided funding and management services to small growth companies.
He began his career practicing law in Washington, D.C., specializing in corporate, ERISA, securities and venture capital matters.
Mr. MacKilltop has authored articles on topics including managed accounts, investment consulting and behavioral finance.
His articles have appeared in the Journal of Financial Planning, Investment Advisor, Financial Advisor, Financial Planning, Financial Strategies, The Monitor and The Wrap Fee Advisor.
He earned his B.A.
from Stanford University in Political Science and his J.D.
at George Washington University Law School.
Anciens postes connus de Scott A. MacKilltop
| Sociétés | Poste | Fin |
|---|---|---|
West Hills Asset Management, Inc.
 West Hills Asset Management, Inc. Investment ManagersFinance Based in Chicago, West Hills Asset Management Inc., founded in 1991, is a registered investment advisor that provides portfolio management services to individuals, pension plans and non-profit organizations. | Membre du Comité d'Investissement | 30/08/2006 |
Portfolio Management Consultants, Inc.
 Portfolio Management Consultants, Inc. Investment ManagersFinance Part of Envestnet, Inc., Portfolio Management Consultants, Inc. is a company that offers a connected ecosystem of solutions, intelligence, and technologies to help people achieve their long-term financial goals. The company is based in Denver, CO. The company equips advisors with the necessary tools and resources to provide impactful financial advice to their clients. The company was founded by Brandon Rockwell Thomas, Marc N. Geman. | President | 31/12/2000 |
ADAM Investment Services, Inc.
 ADAM Investment Services, Inc. Investment ManagersFinance Part of Envestnet, Inc., ADAM Investment Services, Inc. provides investment management and advisory services. The company is based in Atlanta, GA. ADAM Investment Services was acquired by Portfolio Management Consultants, Inc. on September 25, 1997. | President | 31/12/1997 |
Fiduciary Asset Management LLC
 Fiduciary Asset Management LLC Investment ManagersFinance Founded in 1994, Fiduciary Asset Management LLC (FAMCO) is a registered investment advisor headquartered in St. Louis, Missouri. The firm originated as the internal asset management group of a large corporate plan sponsor in 1983 and emerged as an independent investment firm in 1994. In 2007, FAMCO was acquired by Piper Jaffray Investment Management, Inc. (PJIM), a wholly-owned subsidiary of Piper Jaffray Cos. (NYSE: PJC). In 2013, the firm was acquired by the Wiley D. Angell Acquisition Trust, an affiliate of FAMCO's CEO, Wiley D. Angell. FAMCO provides investment management services to institutional clients and high net worth individuals through separate accounts and private investment funds. | Membre du Comité d'Investissement | - |
Formation de Scott A. MacKilltop
| Stanford University | Undergraduate Degree |
| George Washington University | Graduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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| Entreprise privées | 4 |
|---|---|
West Hills Asset Management, Inc.
West Hills Asset Management, Inc. Investment ManagersFinance Based in Chicago, West Hills Asset Management Inc., founded in 1991, is a registered investment advisor that provides portfolio management services to individuals, pension plans and non-profit organizations. | Finance |
Portfolio Management Consultants, Inc.
Portfolio Management Consultants, Inc. Investment ManagersFinance Part of Envestnet, Inc., Portfolio Management Consultants, Inc. is a company that offers a connected ecosystem of solutions, intelligence, and technologies to help people achieve their long-term financial goals. The company is based in Denver, CO. The company equips advisors with the necessary tools and resources to provide impactful financial advice to their clients. The company was founded by Brandon Rockwell Thomas, Marc N. Geman. | Finance |
ADAM Investment Services, Inc.
ADAM Investment Services, Inc. Investment ManagersFinance Part of Envestnet, Inc., ADAM Investment Services, Inc. provides investment management and advisory services. The company is based in Atlanta, GA. ADAM Investment Services was acquired by Portfolio Management Consultants, Inc. on September 25, 1997. | Finance |
Fiduciary Asset Management LLC
Fiduciary Asset Management LLC Investment ManagersFinance Founded in 1994, Fiduciary Asset Management LLC (FAMCO) is a registered investment advisor headquartered in St. Louis, Missouri. The firm originated as the internal asset management group of a large corporate plan sponsor in 1983 and emerged as an independent investment firm in 1994. In 2007, FAMCO was acquired by Piper Jaffray Investment Management, Inc. (PJIM), a wholly-owned subsidiary of Piper Jaffray Cos. (NYSE: PJC). In 2013, the firm was acquired by the Wiley D. Angell Acquisition Trust, an affiliate of FAMCO's CEO, Wiley D. Angell. FAMCO provides investment management services to institutional clients and high net worth individuals through separate accounts and private investment funds. | Finance |
