Chandler Scott
Finance and Wealth Management Expert
- Role
- Senior Associate at Epiq Capital Group
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Chandler Scott
Senior financial services professional with 8+ years of experience supporting high & UHNW individuals and families ($100M+). Skilled in portfolio implementation, alternative investments, and complex account management, with a strong ability to deliver white-glove client service. Proven track record of partnering with advisors, CPAs, and estate professionals to execute comprehensive wealth strategies while driving operational efficiency in fast-paced, high-touch environments.When I\'m not working, I\'m out learning new life skills, collecting shoes, or at your nearest sporting event.If you’d like to learn more about me, please reach out via email (c••••••••@hotmail.com).Core Competencies -Client Management • Financial Consulting • Growth Strategizing • Project Management • Financial Acumen • Cross-functional Collaboration • Data Analysis & Visualization • Change Management • Global Perspective • Business Development • Strategic Planning • P&L Ownership & Management • Merger & Acquisition Integration • MS Dynamics • MS Office Suite • Salesforce • Slack • Tableau • Adobe Suite • Python •
Experience
Senior Associate
Mar 2025 — Present · San Francisco, CA, US
Deliver white-glove service to ultra-high-net-worth clients ($100M+), supporting complex investment and operational needsCoordinate capital call and distribution processes, ensuring accuracy, timeliness, and seamless client communicationPartner cross-functionally with investment, operations, and client teams to streamline workflows and enhance client experienceAnalyze client portfolios and reporting to provide actionable insights aligned with wealth planning objectives
Education
University of North Texas
Master of Business Administration - MBA, Sport Entertainment Management
2020 — 2022
Belhaven University
Master of Business Administration - MBA, Finance, General
Tupelo High School
High School
2009 — 2013
University of Mississippi
Bachelor of Business Administration - BBA, Marketing
2013 — 2018
Skills
- Time Management
- Apparel
- Social Media
- Powerpoint
- Microsoft Excel
- Customer Service
- Microsoft Office
- Sales
- Sports
- Social Networking
- Event Planning
- Microsoft Word
- Electronics
- Public Speaking
- Teamwork
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