Scott Sargent

Senior Vice President, Wealth Portfolio Manager Iii Team Lead, Wealth & Investment Management @Huntington Private Bank

Cleveland, OH, US
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+91 *********19

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WORK HISTORY

Aug 2016 — Present

Senior Vice President, Wealth Portfolio Manager Iii Team Lead, Wealth & Investment Management @Huntington Private Bank

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I help high net worth private clients and foundations achieve their long-term financial goals within Huntington\'s Private Bank. It is here where we utilize a fully-integrated approach, as a function of the overall financial plan, utilizing equities, fixed income, derivatives, and alternative assets to achieve client goals as agreed to within their Investment Policy Statement (IPS). I am one member of a local team which specializes in complex solutions—both investments and lending—for exclusive clientele, providing a high-end financial experience. As Team Lead, I have the honor of leading a group of skilled, experienced, and successful portfolio managers as we collectively deliver high-end Huntington service, making lives better for our highly valued client base.

ABOUT SCOTT SARGENT

I am a Cleveland-area Wealth Management professional with 20 years of wealth and…

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Scott Sargent — Senior Vice President, Wealth Portfolio Manager Iii Team Lead, Wealth & Investment Management at Huntington Private Bank in Cleveland, OH, US | Unifers