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Scott Stephen Chaisson
Gestionnaire de Portefeuille-Actions chez
Compass Capital Corp. (Massachusetts)
Profil
Mr. Scott S.
Chaisson is Co-Portfolio Manager at Compass Capital Corp.
(Massachusetts) and a Portfolio Manager at Cavalier Investments LLC.
Mr. Chaisson was previously employed as President-Wealth Management by Capital Guardian LLC, President by Capital Guardian Wealth Management LLC, a Managing Director by Rehmann Capital Advisory Group LLC, Oppenheimer & Co., Inc. (Broker), and Stanford Financial Group Ltd. (Texas), and Market Manager by Merrill Lynch, Pierce, Fenner & Smith, Inc.
He received his undergraduate degree from US Military Academy and an MBA from DePaul University.
Postes actifs de Scott Stephen Chaisson
| Sociétés | Poste | Début |
|---|---|---|
Compass Capital Corp. (Massachusetts)
 Compass Capital Corp. (Massachusetts) Investment ManagersFinance Compass Capital has a disciplined process to invest client funds in portfolios that cross the risk/reward curve based on an in-depth profile. The firm uses both domestic brokerage and trust companies and well as international partners to create a unique wealth management offering for its clientele. They have additional institutional partners for fixed income trading, ETF portfolios, research and private investments. | Gestionnaire de Portefeuille-Actions | 01/07/2015 |
Anciens postes connus de Scott Stephen Chaisson
| Sociétés | Poste | Fin |
|---|---|---|
Capital Guardian LLC
 Capital Guardian LLC Investment Banks/BrokersFinance Provides financial advisory services | Corporate Officer/Principal | 30/11/2014 |
Capital Guardian Wealth Management LLC
 Capital Guardian Wealth Management LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 30/11/2014 |
Rehmann Capital Advisory Group LLC
 Rehmann Capital Advisory Group LLC Investment ManagersFinance Rehmann Financial utilizes a multi-disciplinary team approach that addresses each client's financial, tax, estate, and risk management planning needs. They consider each client's investment objectives, risk tolerance, investment time horizon, account restrictions, and overall financial situation. Portfolios may consist of mutual funds, ETFs, equities, options, debt securities, variable life, variable annuity sub-accounts, and/or other investments. | Corporate Officer/Principal | 31/03/2012 |
Oppenheimer & Co., Inc. (Broker)
 Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 30/09/2009 |
Stanford Financial Group Ltd. (Texas)
 Stanford Financial Group Ltd. (Texas) Investment Banks/BrokersFinance Provides financial advisory services | Corporate Officer/Principal | 28/02/2009 |
Formation de Scott Stephen Chaisson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
85
Relations au 1er degré
10
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
Capital Guardian LLC
Capital Guardian LLC Investment Banks/BrokersFinance Provides financial advisory services | Finance |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
DePaul University
 DePaul University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
US Military Academy
 US Military Academy Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Stanford Financial Group Ltd. (Texas)
Stanford Financial Group Ltd. (Texas) Investment Banks/BrokersFinance Provides financial advisory services | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Rehmann Capital Advisory Group LLC
Rehmann Capital Advisory Group LLC Investment ManagersFinance Rehmann Financial utilizes a multi-disciplinary team approach that addresses each client's financial, tax, estate, and risk management planning needs. They consider each client's investment objectives, risk tolerance, investment time horizon, account restrictions, and overall financial situation. Portfolios may consist of mutual funds, ETFs, equities, options, debt securities, variable life, variable annuity sub-accounts, and/or other investments. | Finance |
Compass Capital Corp. (Massachusetts)
Compass Capital Corp. (Massachusetts) Investment ManagersFinance Compass Capital has a disciplined process to invest client funds in portfolios that cross the risk/reward curve based on an in-depth profile. The firm uses both domestic brokerage and trust companies and well as international partners to create a unique wealth management offering for its clientele. They have additional institutional partners for fixed income trading, ETF portfolios, research and private investments. | Finance |
Capital Guardian Wealth Management LLC
Capital Guardian Wealth Management LLC Investment ManagersFinance Provides investment advice | Finance |
Cavalier Investments LLC
 Cavalier Investments LLC Investment ManagersFinance Adaptive Investments provides adaptive, risk-adjusted investment solutions for financial intermediaries seeking to position their clients in changing market conditions. The firm performs exhaustive research and testing to select industry-leading adaptive strategists and employ their processes on the Adaptive platform. | Finance |
