CoverProfile

Stephen Carlson

Managing Director – SCS Investment Partners

SCS Financial

United States, Massachusetts, Boston

About Me

Stephen joined SCS Financial Services in 2013. He leads the firm’s efforts in building and servicing our partnerships with a variety of institutional investors, including wealth management firms, single family offices, and foundations. His focus is to ensure that our clients understand the full capabilities of our investment platform and then work to provide efficient ways to pursue their desired objectives. Solutions range from access to commingled funds to the design of customized fund solutions, as well other more tailored partnership arrangements. Stephen previously worked as an Associate for Goldman Sachs’ AIMS Hedge Fund Strategies team in London, UK where he was a member of the inv

View more

Profile Information

Managing Director – SCS Investment Partners

SCS Financial

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Boston

Massachusetts

United States

Oct 9, 2024

Work Experience

SCS Financial

Managing Director – SCS Investment Partners
Dec 2019 - Present
Email: scarlson@scsfinancial.com

More profiles to browse

Profile Photo
Sam Martin
Director, Hedge Funds
Profile Photo
Laura Mcdonough
Director and Vice President, Private Investments
TA
Tony Abbiati
Chief Executive Officer
Profile Photo
Yiho Yiu
Vice President – Alternative Investment Servicing

You Might Like

LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
JB
Joy Bunzel
Client Services
Sierra Investment Management
BW
Bill Wood
Managing Member, Principal
Nova R Wealth