Scott E. Stefanowicz
Profile
Mr. Scott E.
Stefanowicz is an Assistant Portfolio Manager at The Colony Group LLC.
Prior to joining Colony Group, he was a Senior Investment Operations Associate for Mintz Levin Financial Advisors.
Prior to that, he worked for a large financial services company where he gained extensive operations experience, specifically within reconciliation and control as well as corporate actions.
He received his BS in Economics from Clemson University.
Former positions of Scott E. Stefanowicz
Companies | Position | End |
---|---|---|
Mintz Levin Financial Advisors LLC
Mintz Levin Financial Advisors LLC Miscellaneous Commercial ServicesCommercial Services Mintz Levin Financial Advisors LLC provides financial planning services. The company was founded by Robert J. Glovsky and Cary P. Geller and is headquartered in Boston, MA. | Corporate Officer/Principal | 2011-12-30 |
The Colony Group LLC
The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Portfolio Manager-Equities | - |
Training of Scott E. Stefanowicz
Clemson University | Undergraduate Degree |
Experiences
Positions held
Linked companies
Private companies | 2 |
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The Colony Group LLC
The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Finance |
Mintz Levin Financial Advisors LLC
Mintz Levin Financial Advisors LLC Miscellaneous Commercial ServicesCommercial Services Mintz Levin Financial Advisors LLC provides financial planning services. The company was founded by Robert J. Glovsky and Cary P. Geller and is headquartered in Boston, MA. | Commercial Services |
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