Scott Upham
Regional Director, Partner at EP Wealth
- Role
- Regional Director, Partner at EP Wealth Advisors
- Location
- Portland, ME, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Regional Director, Partner
Jan 2023 — Present · Brunswick, ME, US
Education
University of Maine
BS, Finance
1988 — 1992
The Wharton School
Executive Education, Investment Management
2005 — 2010
Skills
- Management
- Etfs
- Investment Management
- Portfolio Management
- Investments
- Asset Management
- Asset Allocation
- Mutual Funds
- Financial Advisory
- Marketing
- Investment Advisory
- Series 7
- Wealth Management
- Investment Strategies
- Alternative Investments
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