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Scott Sargent

Scott Sargent

Senior Vice President, Wealth Portfolio Manager III; Team Lead, Wealth & Investment Management | Huntington Private Bank

Cleveland, Ohio, United States

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Scott Sargent

Summary

Scott Sargent is a seasoned Wealth Management professional based in Cleveland, Ohio, with two decades of experience in the financial services sector. He specializes in asset allocation and strategic financial planning for high net-worth families and non-profit organizations, guiding them toward their long-term financial goals. Scott leads a team at Huntington Private Bank, where he employs a fully-integrated approach to investment management, ensuring a high-end service experience for his clients. His leadership style is characterized by a growth mindset, fostering collaboration and innovation within his team. Scott is actively involved in the CFA Institute and local community organizations, demonstrating a commitment to both professional development and social impact. His extensive background includes roles at prominent financial institutions like FirstMerit Bank and PNC, where he honed his skills in portfolio management and client advisory. Recognized for his excellence, Scott has received multiple accolades as a top portfolio manager. He holds degrees in finance and financial planning from respected universities.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Non-Profit Experience

Scott Sargent

Work Experience

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Senior Vice President, Wealth Portfolio Manager III; Team Lead, Wealth & Investment Management at

Huntington Private Bank

August 2016 - Present

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Vice President, Portfolio Manager at

FirstMerit Bank

September 2013 - August 2016

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Vice President, Investment Advisor at

PNC

January 2007 - September 2013

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Senior Portfolio Associate at

National City Bank

September 2004 - January 2007

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Senior Operations Specialist at

National City Bank

July 2003 - September 2004

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Intern at

Merrill Lynch

May 2002 - September 2002

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Scott Sargent

Education

Boston University, Cfp

January 2020 - January 2021

Ashland University, Bsba

January 1999 - January 2003

Frequently Asked Questions about Scott Sargent

What is Scott Sargent email address?

Scott Sargent's primary email address is *************@huntington.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Scott Sargent work for?

Scott Sargent is a Senior Vice President, Wealth Portfolio Manager III; Team Lead, Wealth & Investment Management at Huntington Private Bank, a company specializing in Lessors of Real Estate.

Where Scott Sargent graduated from?

Scott Sargent holds a degree in Financial Planning And Services from Boston University.

How can I directly contact Scott Sargent?

To contact Scott Sargent directly, you can use the email address *************@huntington.com. Complete contact information is available upon registration with Muraena.

Who is Scott Sargent?

Scott Sargent is a seasoned Wealth Management professional based in Cleveland, Ohio, with two decades of experience in the financial services sector. He specializes in asset allocation and strategic financial planning for high net-worth families and non-profit organizations, guiding them toward their long-term financial goals. Scott leads a team at Huntington Private Bank, where he employs a fully-integrated approach to investment management, ensuring a high-end service experience for his clients. His leadership style is characterized by a growth mindset, fostering collaboration and innovation within his team. Scott is actively involved in the CFA Institute and local community organizations, demonstrating a commitment to both professional development and social impact. His extensive background includes roles at prominent financial institutions like FirstMerit Bank and PNC, where he honed his skills in portfolio management and client advisory. Recognized for his excellence, Scott has received multiple accolades as a top portfolio manager. He holds degrees in finance and financial planning from respected universities.

Scott`s contact details

mail

*************@huntington.com

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Jay Schill

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