CoverProfile

Scott Whitney

Senior Investment Advisor

Manchester Financial

United States, California, Los Angeles

About Me

As a Senior Investment Advisor at Manchester Financial, Scott is responsible for the management of client portfolios, including corporate retirement accounts and charitable funds. Prior to joining Manchester, Scott spent over 15 years with Harold Davidson & Associates, Inc. as Vice President of Investment Counseling, where he managed approximately $300 million in client assets. Scott also served as Portfolio Manager for Canterbury Capital Services (now Canterbury Consulting). During his six-year tenure with Canterbury, he researched, analyzed, and selected investment opportunities while focusing on underlying intrinsic valuations. Scott earned both an MBA and a BS in Business Administ

View more

Profile Information

Senior Investment Advisor

Manchester Financial

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Los Angeles

California

United States

Oct 7, 2024

Work Experience

Manchester Financial

Senior Investment Advisor
Jan 2017 - Present
Email: scott.whitney@manchesterfinancial.com

More profiles to browse

MW
Mark Weiderman
Portfolio Manager
Profile Photo
Andrew Chen
Financial Advisor
RK
Robert Katch
Founder & Chief Investment Officer
Profile Photo
Steve Scott
Senior Financial Advisor

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PM
Prtima MISHRA1
Software Engineer
PA TEST
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
BH
Bob Helmer
President Emeritus
Baldwin Wallace University