Scott M. Elliott

“The most powerful force in the universe is compound interest.”  Albert Einstein

Scott M. Elliott, Portfolio Manager 

Mr. Elliott brings 30 years of experience in the wealth management industry serving as both Portfolio Manager and Client Advisor.  He works with all types of clients including high net worth individuals, foundations/endowments, and pension/profit sharing plans.  In his Client Advisor role, Scott helps clients develop the proper asset allocation and overall financial strategy for their funds after extensive client conversation and gathering of facts. He then utilizes his many years of experience to implement a strategy that has a goal of both creating long term wealth and preserving purchasing power.

In his role as Portfolio Manager, Mr. Elliott co-manages all of Medallion’s client portfolio strategies including Global Blue Chip Growth, Blue Chip Growth, Global Equity Income and Equity Income.  His responsibilities include portfolio construction and investment research.

Scott’s community service includes a long time involvement with the Western PA Chapter of the Arthritis Foundation.

Education:

  • Waynesburg College – Bachelor of Science in Finance
  • Central Atlantic Trust School, Bucknell University

Certifications:

  • Scott is licensed in the states of CA, FL, NY, PA, and WV
  • FINRA Series 65 License

Mr. Elliott’s email address is selliott@medallion-wealth.com

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