SCS Financial
Highly Engaged Employees

Q: What is SCS Financial's official website?

SCS Financial's official website is www.scsfinancial.com

Q: What is SCS Financial's Revenue?

SCS Financial's revenue is $103.1 Million

Q: How many employees does SCS Financial have?

SCS Financial has 51-200 employees

Q: What industry does SCS Financial belong to?

SCS Financial is in the industry of: Finance , Securities Trading

Q: What is SCS Financial competition?

SCS Financial top competitors include: Simon Quick Advisors , HBKS Wealth Advisors , Appleton Partners , Kayne Anderson Rudnick

Q: What companies has SCS Financial acquired?

SCS Financial has acquired the companies: Badgley Phelps Wealth Managers, Greystone Financial Services, Brownlie & Braden Advisors, TMD & Associates

Q: What technology does SCS Financial use?

Some of the popular technologies that SCS Financial uses are: Freshservice, Zingfit, DocuSign, WordPress.org

Q: Who is the CFO of SCS Financial?

SCS Financial's CFO is Colin Campbell

Q: How do I contact SCS Financial?

SCS Financial contact info: Phone number: (617) 204-6400 Website: www.scsfinancial.com

Finance · Massachusetts, United States · 51-200 Employees

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Overview

Headquarters

888 Boylston St Ste 1010, Boston, Massac...

Phone Number

(617) 204-6400

Website

www.scsfinancial.com

Revenue

$103.1 Million

Industry

Finance

Securities Trading

About SCS Financial

SCS Financial is a leading investment and wealth management firm with offices in Boston, New York, California, and Rhode Island, specializing in serving ultra high net worth families and institutions. The firm emphasizes a consultative approach, prioritizing clients' interests and building trust through a transparent economic model. SCS Financial offers comprehensive financial strategies, including investment management, estate planning, and income tax strategies, tailored to the unique needs of entrepreneurial families and family offices. Their dedicated team of professionals collaborates to provide exceptional service and support for clients' financial well-being across generations.Explore more

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View contact profiles from SCS Financial

SIC Code 62,628NAICS Code 52,523Show more

SCS Financial Org Chart

Phone

Colin Campbell

Chief Financial Officer

Phone

Marcelo Vedovatto

Chief Operating Officer

Phone

Jacqueline Bartz

Private Investments Chief of Staff

Phone

William Skeean

President

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Peter Lacaillade

Chief Investment Officer, Private Investments

Phone

Lane Macdonald

Chief Investment Officer, Chair of Investment...

Phone

John Hicks

Director, Trading

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SCS Financial

$103.1M

51-200

Private

2002

Colin CampbellChief Financial Officer

First American Trust

$227.7M

201-500

Private

1998

Matthew McCreadieCEO

Simon Quick Advisors

$41.2M

51-200

Private

2004

Cheryl BrownPresident

Coldstream Holdings

$39.5M

51-200

Private

<$5M

1996

Kevin FitzwilsonCEO

HBKS Wealth Advisors

$30.1M

51-200

Private

2001

Joseph HudeckChief Financial Officer

Kayne Anderson Rudnick

$8.4M

51-200

Private

1984

Noel PhenicieController

Appleton Partners

$5.7M

51-200

Private

1986

Douglas ChamberlainPresident

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SCS Financial Tech Stack

A closer look at the technologies used by SCS Financial

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Frequently Asked Questions Regarding SCS Financial

What is SCS Financial's official website?

SCS Financial's official website is www.scsfinancial.com

What is SCS Financial's Revenue?

SCS Financial's revenue is $103.1 Million

What is SCS Financial's SIC code?

SCS Financial's SIC: 62,628

What is SCS Financial's NAICS code?

SCS Financial's NAICS: 52,523

How many employees does SCS Financial have?

SCS Financial has 51-200 employees

What industry does SCS Financial belong to?

SCS Financial is in the industry of: Finance, Securities Trading

What is SCS Financial competition?

SCS Financial top competitors include: Simon Quick Advisors, HBKS Wealth Advisors, Appleton Partners, Kayne Anderson Rudnick

What companies has SCS Financial acquired?

SCS Financial has acquired the companies: Badgley Phelps Wealth Managers, Greystone Financial Services, Brownlie & Braden Advisors, TMD & Associates

What technology does SCS Financial use?

Some of the popular technologies that SCS Financial uses are: Freshservice, Zingfit, DocuSign, WordPress.org

Who is the CFO of SCS Financial?

SCS Financial's CFO is Colin Campbell

How do I contact SCS Financial?

SCS Financial contact info: Phone number: (617) 204-6400 Website: www.scsfinancial.com

What does SCS Financial do?

What are SCS Financial social media links?

SCS Financial Linkedin page

Is SCS Financial a public company?

SCS Financial is private company therefore does not currently have an official ticker symbol

See more information about SCS Financial

SCS Financial Latest Hires and Their Positions

SCS Financial is expanding and recently hired new employees. Here are the latest additions to the team.

Julia Leahy

Vice President

Joined Jul 1, 2026

Phone

Elizabeth Fagundes

Vice President, Business & Analyst

Joined Jun 8, 2026

Phone

Dana Hughes

Director, Technology

Joined May 1, 2026

Phone

John Hicks

Director, Trading

Joined Mar 1, 2026

Phone

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