Joe C.
Managing Director, Private Client Group at SCS Financial
- Role
- Managing Director, Private Client Group at SCS
- Location
- Portsmouth, NH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Joe C.
Joe joined SCS Financial as part of its acquisition of Lake Street Advisors in 2025 and…
Experience
Managing Director, Private Client Group
Mar 2025 — Present
Education
Suffolk University - Sawyer Business School
BSBA, Finance
2009
Skills
- Financial Advisory
- Strategy
- Asset Allocation
- Mutual Funds
- Investments
- Excel
- Analysis
- Bloomberg Terminal
- Salesforce.com
- Finance
- Microsoft Office
- Analytical Skills
- Financial Analysis
- Investment Strategies
- Alternative Investments
- Equity Research
- Hedge Funds
- Portfolio Management
- Equities
- Bloomberg
- Financial Markets
- Trading
- Microsoft Excel
- Financial Modeling
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