Scott Upham's Location
Portland, ME, US
Scott Upham's Work
- Regional Director, Partner @ EP Wealth Advisors
- Managing Partner @ Cribstone Capital Management, LLC
- Regional Director @ Russell Investments
- Regional Director @ Russell Investment Group
- Trustee @ Maine Maritime Museum
- Regional Director @ Financial Services Company
- Regional Marketing Director @ Putnam Investments
- Senior Investment Specialist @ Fleet Investment Services
Scott Upham's Education
- University of Maine
BS (Finance)
1988 - 1992 - University of Pennsylvania - The Wharton School
Executive Education (Investment Management)
2005 - 2010
Scott Upham's Skills
- Portfolio Management
- Asset Allocation
- Asset Management
- Alternative Investments
- Marketing
- Mutual Funds
- Investments
- Wealth Management
- Investment Strategies
- Financial Advisory
Scott Upham's Summary
Scott Upham, based in Portland, ME, US, is currently a Regional Director, Partner at EP Wealth Advisors, bringing experience from previous roles at Cribstone Capital Management, LLC, Russell Investments, Russell Investment Group and Maine Maritime Museum. Scott Upham holds a 1988 - 1992 BS in Finance @ University of Maine. With a robust skill set that includes Portfolio Management, Asset Allocation, Asset Management, Alternative Investments, Marketing and more, Scott Upham contributes valuable insights to the industry. Scott Upham has 3 emails on RocketReach.
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