People Moves

Strategic Wealth Manager Bolsters Investment Team

Sandra Kilhof Reporter 19 September 2013

Strategic Wealth Manager Bolsters Investment Team

Strategic Wealth Partners, a Chicago-based independent wealth management firm, has added Scott Smith to its team of investment advisors.

In his new role, Smith will focus on planning and advisory services for the firm’s high net worth individuals, families and institutional clients, including 401(k) and other retirement plans.

He joins Strategic Wealth Partners from Accretive Solutions, a professional services and executive search firm specializing in accounting, finance, internal audit and corporate tax. Smith also has experience in private equity consulting, tax consulting and various professional financial services, having previously served as a CPA and audit partner at Arthur Andersen.

At the end of June 2013, the firm managed 1,609 accounts totalling an estimated $989 million in assets under management.

 

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