Scott Wertheim
Principal at CAPTRUST Financial Advisors
- Role
- Principal at CAPTRUST
- Location
- Livingston, NJ, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Scott Wertheim
Scott is an Investment and Retirement Plan Consultant to corporations, non-profit…
Experience
Principal
Jan 2019 — Present
Education
Union College
BS, Psychology
1990 — 1994
Skills
- Public Speaking
- Retirement
- Erisa
- Employee Benefits
- Investments
- Defined Benefit
- Retirement Plan Consulting
- Asset Management
- Series 7
- 401(K) Retirement Savings Plans
- Financial Services
- Series 63
- Insurance
- Investment Advisory
- Microsoft Excel
- Asset Allocation
- Mutual Funds
- Defined Contribution
- Qualified Retirement Plans
- Microsoft Office
- 401k
- Pensions
- Project Management
- Asset Managment
- New Business Development
- High Net Worth Individuals
- Retirement Planning
- Strategic Planning
- Wealth Management
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