SCS Financial Employee Directory

Financial ServicesUnited States201-500 Employees

SCS Financial is a wealth and investment management firm specializing in serving ultra-high-net-worth individuals, families, and institutions. We deliver personalized, fee-only advisory services focused on each client’s objectives, providing them with an integrated and customized plan for their future and a commitment to strive to exceed their expectations every day. 
 
As the Family Office & Outsourced Chief Investment Officer (OCIO) division of Focus Financial Partners, we serve clients with an unwavering commitment to integrity, transparency, and a client-first approach. Our team is at the heart of our success — composed of experienced professionals who thrive in a culture of curiosity and collaboration.
 
Headquartered in Boston, SCS has offices in New York, Providence, RI, Los Angeles, West Palm Beach, Atlanta, Dallas, Charlotte, Lexington, KY, Tampa, and Portsmouth, NH. We continue to grow, providing wealth and investment management services to families and institutions across the country.

Find SCS Financial employees' phone numbers or email addresses

SCS Financial Global Highlights

North America
279

United States Of America
279

Africa
2

Gabon
1
South Africa
1

Europe
2

Spain
1
United Kingdom Of Great Britain And Northern Ireland
1

Asia
1

Cambodia
1

SCS Financial's Leadership

T. A.
Chief Executive Officer
Mobile Phone
Email
J. M.
COO
Mobile Phone
Email
P. L.
Chief Investment Officer, Private Investments
Mobile Phone
Email
L. M.
Chief Investment Officer And Chair Of Investment Committee
Mobile Phone
Email
M. V.
Chief Operating Officer
Mobile Phone
Email
M. S.
Chief Talent Officer
Mobile Phone
Email
C. C.
Chief Financial Officer
Mobile Phone
Email
S. P.
Chief Investment Officer, Public Investments
Mobile Phone
Email

SCS Financial Employee Metrics

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2025

2024

Analytics
Finance
Operations
Information Technology
Accounting
Other
Human Resources

Contact profiles from SCS Financial

Name

Title

Contact Info

Location

Last Update

P. L.
Chief Investment Officer, Private Investments
Mobile Phone
Email
United StatesMassachusetts
Aug 30, 2024
L. M.
Chief Investment Officer And Chair Of Investment Committee
Mobile Phone
Email
United StatesMassachusetts
Oct 19, 2025
M. V.
Chief Operating Officer
Mobile Phone
Email
United StatesMassachusetts
Nov 03, 2025
T. A.
Chief Executive Officer
Mobile Phone
Email
United StatesMassachusetts
Dec 20, 2024
M. S.
Chief Talent Officer
Mobile Phone
Email
United StatesMassachusetts
Oct 21, 2025
D. E.
Co-Founder
Mobile Phone
Email
United StatesFlorida
Oct 22, 2025
C. C.
Chief Financial Officer
Mobile Phone
Email
United StatesMassachusetts
Nov 03, 2025
S. P.
Chief Investment Officer, Public Investments
Mobile Phone
Email
United StatesMassachusetts
Oct 19, 2025
W. S.
President
Mobile Phone
Email
United States
Oct 24, 2025
P. M.
Executive Chairman
Mobile Phone
Email
United StatesMassachusetts
Aug 12, 2025

Frequently Asked Questions

What is SCS Financial known for?

SCS Financial was founded in 2002 operates in the Financial Services industry. The company's main headquarters is located in 888 Boylston Street, Suite 1010 Boston, MA 02199, US; you can contact the main corporate office by phone at

+1-617-728-****

. Explore SCS Financial's company overview page for more information.

What is SCS Financial's most common email format?

SCS Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SCS Financial email formats with LeadIQ.

How many employees does SCS Financial have currently?

SCS Financial has approximately 241 employees as of October 2025. These team members are located across 4 continents, including North AmericaAfricaEurope.

Who are SCS Financial's key employees and leadership?

As of October 2025, SCS Financial's key employees include:

Chief Executive Officer: T. A.
COO: J. M.
Chief Investment Officer, Private Investments: P. L.
Chief Investment Officer And Chair Of Investment Committee: L. M.
Chief Operating Officer: M. V.

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