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77: Founder/CEO of $1.5B First Ascent (Acquired by GeoWealth), FinServ and Asset Management Luminary. Meet Scott MacKillop
Manage episode 449930545 series 3444076
תוכן מסופק על ידי Stacy Havener. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Stacy Havener או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
Nobody knows what it takes to scale to the top like GEOWealth’s strategic advisor Scott MacKillop —he’s climbed literal mountains AND built some of the most successful TAMPS in the game.
In this Episode, Scott and Stacy discuss:
- His backstory: From dreaming of following his father's footsteps as a lawyer and practicing corporate and securities law to leaping into asset management
- His journey to founding and scaling First Ascent to over $1.5B in assets and his recent sale to GeoWealth.
- What mountain climbing taught him about raising venture capital
- Why he’s a firm believer in the power of a personal brand
More about Scott MacKillop:
Scott MacKillop served as CEO of First Ascent Asset Management until its acquisition by GeoWealth, LLC. He now serves as Strategic Advisor to GeoWealth and a champion for independent-minded financial advisors. He is an ambassador for the Institute for the Fiduciary Standard and a 47-year veteran of the financial services industry, having served at the helm of five Turnkey Asset Management Platforms (TAMPs).
Scott is a writer and commentator on the investment management and fintech industries. He brings his unique viewpoints to industry publications, speaking on the topics of fiduciary responsibilities, practice management, and client education. An avid hiker, Scott has summited thirty “14ers,” having hiked extensively in the U.S. and internationally. He also plays lead guitar for the band at his church.
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Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership
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