Profile
Mr. Scott Umstead is Vice Chairman at Fusion Investment Group LLC.
Prior to joining Fusion Investment Group LLC, Mr. Umstead was a First Vice President & Northeast District Director at Merrill Lynch Private Client Group, Executive Vice President at Prudential Securities, President at Wells Fargo Advisors LLC, and President & Chief Executive Officer by Sweetwater Asset Management LLC.
He was also the President at Wachovia Securities and Executive Vice President & National Sales Manager at First Allied Securities in San Diego.
Mr. Umstead received his undergraduate degree from Southern Methodist University.
Former positions of Scott Umstead
| Companies | Position | End |
|---|---|---|
Sweetwater Asset Management LLC
Sweetwater Asset Management LLC Investment ManagersFinance Sweetwater Asset Management focuses on generating returns for their individual and institutional clients through equity investments in long-short, long only and option investment vehicles | President | 2008-08-29 |
Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Profile Unavailable | Corporate Officer/Principal | 1985-12-30 |
First Allied Securities, Inc.
First Allied Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | President | - |
Prudential Securities
Prudential Securities Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Training of Scott Umstead
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Prudential Securities
Prudential Securities Investment Banks/BrokersFinance Provides brokerage services | Finance |
First Allied Securities, Inc.
First Allied Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Sweetwater Asset Management LLC
Sweetwater Asset Management LLC Investment ManagersFinance Sweetwater Asset Management focuses on generating returns for their individual and institutional clients through equity investments in long-short, long only and option investment vehicles | Finance |
Southern Methodist University
Southern Methodist University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Profile Unavailable | Finance |
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