Scott Andrew MacKillop
Chief Executive Officer at First Ascent Asset Management LLC
Profile
Mr. Scott A.
MacKillop is a Chief Executive Officer at First Ascent Asset Management LLC.
In 1992 Mr. MacKillop joined Atlanta-based ADAM Investment Services, as a senior executive and became President of that firm in 1997.
He became President of PMC in 1998.
In 2000, Mr. MacKillop left PMC to found Trivium Consulting, a firm that helped financial institutions develop investment management services for financial advisors.
In 2004, he worked as President of Houston-based US Fiduciary Services.
In 2007, he became President of Frontier Asset Management and served in that position for 8 years.
He received his BA degree from Stanford University in 1972 and a JD (with honors) from George Washington University Law School in 1976.
Scott Andrew MacKillop active positions
Companies | Position | Start |
---|---|---|
First Ascent Asset Management LLC
First Ascent Asset Management LLC Investment ManagersFinance First Ascent Asset Management LLC (First Ascent) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2015 and was acquired by GeoWealth Management LLC’s parent company, GeoWealth LLC in 2023. First Ascent manages portfolios for the clients of independent financial advisors. In very limited circumstances, the firm will also manage portfolios for clients on a direct basis, which are mostly friends and family accounts. | Chief Executive Officer | 2015-08-26 |
Former positions of Scott Andrew MacKillop
Companies | Position | End |
---|---|---|
U.S. Fiduciary Services, Inc.
U.S. Fiduciary Services, Inc. Investment Trusts/Mutual FundsMiscellaneous U.S. Fiduciary Services, Inc. operates investment trusts. The company is headquartered in Chicago, IL. | President | - |
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 | - |
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 | - |
Frontier Asset Management LLC
Frontier Asset Management LLC Investment ManagersFinance Frontier Asset Management LLC (Frontier) is a privately-held, SEC-registered investment advisor headquartered in Sheridan, Wyoming. The firm was founded in 2000 by Gary Miller and Robert Miller. Frontier manages taxable and non-taxable accounts for affluent individuals and retirement accounts such as 401(k) and profit-sharing plans. They also provide investment management and consulting services to financial advisors and institutional clients, including endowments, foundations, corporations and other investment advisory organizations. | President | - |
Training of Scott Andrew MacKillop
Stanford University | Undergraduate Degree |
George Washington University Law School | Graduate Degree |
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Members of the board
Executives
Linked companies
Private companies | 5 |
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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 |
Frontier Asset Management LLC
Frontier Asset Management LLC Investment ManagersFinance Frontier Asset Management LLC (Frontier) is a privately-held, SEC-registered investment advisor headquartered in Sheridan, Wyoming. The firm was founded in 2000 by Gary Miller and Robert Miller. Frontier manages taxable and non-taxable accounts for affluent individuals and retirement accounts such as 401(k) and profit-sharing plans. They also provide investment management and consulting services to financial advisors and institutional clients, including endowments, foundations, corporations and other investment advisory organizations. | Finance |
U.S. Fiduciary Services, Inc.
U.S. Fiduciary Services, Inc. Investment Trusts/Mutual FundsMiscellaneous U.S. Fiduciary Services, Inc. operates investment trusts. The company is headquartered in Chicago, IL. | Miscellaneous |
First Ascent Asset Management LLC
First Ascent Asset Management LLC Investment ManagersFinance First Ascent Asset Management LLC (First Ascent) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2015 and was acquired by GeoWealth Management LLC’s parent company, GeoWealth LLC in 2023. First Ascent manages portfolios for the clients of independent financial advisors. In very limited circumstances, the firm will also manage portfolios for clients on a direct basis, which are mostly friends and family accounts. | Finance |
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