Profile
W.
Scott Balestrier served as the Chief Executive Officer at SolomonEdwardsGroup LLC from 2022 to 2024.
He also worked as a Managing Director at Andersen Tax LLC.
Former positions of Scott Balestrier
| Companies | Position | End |
|---|---|---|
SolomonEdwardsGroup LLC
SolomonEdwardsGroup LLC Financial ConglomeratesFinance Operates as a professional services firm that offers financial, operational and technology consulting & support solutions | Chief Executive Officer | 30/07/2024 |
Andersen Tax LLC
Andersen Tax LLC Investment ManagersFinance Andersen formulates their investment advice based on the client’s individual circumstances. The firm then develops a strategic investment plan and target asset allocation that seeks to achieve the rate of return necessary to achieve the client’s financial goals without exposure to unnecessary levels of market risk. They combine Modern Portfolio Theory with the client’s personal investment philosophy to construct a portfolio designed to accomplish the client’s financial goals when developing a recommended asset allocation. | Corporate Officer/Principal | - |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
SolomonEdwardsGroup LLC
SolomonEdwardsGroup LLC Financial ConglomeratesFinance Operates as a professional services firm that offers financial, operational and technology consulting & support solutions | Finance |
Andersen Tax LLC
Andersen Tax LLC Investment ManagersFinance Andersen formulates their investment advice based on the client’s individual circumstances. The firm then develops a strategic investment plan and target asset allocation that seeks to achieve the rate of return necessary to achieve the client’s financial goals without exposure to unnecessary levels of market risk. They combine Modern Portfolio Theory with the client’s personal investment philosophy to construct a portfolio designed to accomplish the client’s financial goals when developing a recommended asset allocation. | Finance |
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