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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
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.
Scott Sargent
Work Experience
Senior Vice President, Wealth Portfolio Manager III; Team Lead, Wealth & Investment Management at
Huntington Private Bank
August 2016 - Present
Vice President, Portfolio Manager at
FirstMerit Bank
September 2013 - August 2016
Vice President, Investment Advisor at
PNC
January 2007 - September 2013
Senior Portfolio Associate at
National City Bank
September 2004 - January 2007
Senior Operations Specialist at
National City Bank
July 2003 - September 2004
Intern at
Merrill Lynch
May 2002 - September 2002
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
*************@huntington.com
Colleagues
Vice President - Senior Client Advisor
Senior Vice President/ Client Advisor
Private Banking Team Lead, Senior Vice President
Senior Vice President, Client Advisor IV at Huntington Private Bank
Senior Vice President, Client Advisor