CoverProfile

Scott Zachary

Chief Investment Officer

Castleview Partners LLC

United States, Texas, Dallas

About Me

In a financial services career spanning nearly thirty years, including eight years at Citigroup and eight years at Argentus Partners, Scott has acquired the broad, deep experience and skills required to provide sound advice to clients in today’s global investment arena. Scott has served as Director of Investments/CIO with Castleview Partners and its predecessor firms for over 15 years. He began his stint as Assistant Director in 2007 before being installed as Director/CIO in 2009. Among other highlights, he has served as guest panelist with the State Street SSgA/PowerShares ETF Conference focused on Due Diligence processes in Chicago as well as moderated two Advisor Forums for S&P/Dow

View more

Profile Information

Chief Investment Officer

Castleview Partners LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Dallas

Texas

United States

Aug 26, 2025

More profiles to browse

Profile Photo
Rob Emrich III
Founder, Managing Partner
Profile Photo
Lawrence Heller
Partner, Chief Investment Officer
ML
Michael Lynch Carballido
Investment Advisor Representative
NS
Nick Scott
Investment Analyst

You Might Like

BW
Bill Wood
Managing Member, Principal
Nova R Wealth
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation