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    Scott Sheffer

    Chief Executive Officer, Carnegie Wealth Management, LLC

    Scott Sheffer is the Chief Executive Officer of Carnegie Wealth Management, a firm based in Berwyn and Yardley, Pennsylvania. He has been in this role since August 2018 and has played a significant part in shaping the firm's approach to wealth management, emphasizing the importance of financial planning over mere investment performance. Under his leadership, Carnegie Wealth Management focuses on creating comprehensive financial plans that address various aspects of clients' financial needs, including credit, lending, and risk management.12

    Professional Background: Before joining Carnegie Wealth Management, Scott Sheffer held several senior positions at Lehman Brothers and Barclays Wealth and Investment Management from 2008 to 2016. His roles included managing national sales efforts and strategic client development. He has extensive experience in asset management, private equity, and business development.23 Additionally, he holds a Juris Doctor (J.D.) from Brigham Young University—J. Reuben Clark Law School.2

    Philosophy and Vision: Sheffer is known for his belief that continuous improvement is essential for business success. He advocates for leveraging technology to enhance client relationships and streamline operations. His perspective is that if a firm cannot grow its own business effectively, it will struggle to manage others' businesses successfully.12 He emphasizes the value of time as a critical asset in scaling operations and meeting client needs effectively.1

    Current Role and Impact: As CEO, Scott Sheffer leads Carnegie Wealth Management in advising over 250 families, business owners, and foundations across more than 20 states. His leadership style is characterized by a commitment to maintaining strong client relationships and delivering tailored financial advice.23

    Highlights

    Mar 22 · libertyfi.com
    Secrets to Scale with Scott Sheffer - LibertyFi
    Apr 6 · prnewswire.com
    ZAPPOS.COM NAMES SCOTT SCHAEFER AS CHIEF EXECUTIVE ...

    Related Questions

    What inspired Scott Sheffer to transition into wealth management?
    How has Scott Sheffer's leadership style impacted Carnegie Wealth Management?
    What are some key strategies Scott Sheffer has implemented at Carnegie Wealth Management?
    How does Scott Sheffer's approach to financial planning differ from other firms?
    What challenges has Scott Sheffer faced in his career, and how did he overcome them?
    Scott Sheffer
    Scott Sheffer, photo 1
    Scott Sheffer, photo 2
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    Location

    Berwyn, Pennsylvania, United States