Scott Winters
Chief Executive Officer at FINANCIAL GRAVITY COMPANIES, INC.
Net worth: 2 M $ as of 30/03/2024
Profile
Scott Christopher Winters is the founder.
He founded Freedom Investment Management, Inc. in 2003, where he served as the Chief Executive Officer from 2003 to 2017.
Currently, Mr. Winters holds multiple positions.
He is the Co-Chairman & Chief Executive Officer at Financial Gravity Cos., Inc. since 2016.
He is also the Chief Executive Officer at Financial Gravity Asset Management, Inc. since 2019.
Additionally, he serves as the Executive Chairman at Forta Financial Group, Inc. since 2016.
In the past, Mr. Winters held the position of Chairman & Chief Executive Officer at EQIS Holding, Inc. Regarding his education, Mr. Winters completed his undergraduate degree at San Diego State University.
He also obtained an MBA from Pedago LLC.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 25/09/2023 | 13,869,142 ( 15.11% ) | 2 M $ | 30/03/2024 |
Scott Winters active positions
| Companies | Position | Start |
|---|---|---|
| FINANCIAL GRAVITY COMPANIES, INC. | Chief Executive Officer | 14/08/2019 |
Forta Financial Group, Inc.
 Forta Financial Group, Inc. Investment ManagersFinance Forta Financial Group, Inc. engages in the provision of financial planning solutions. It specializes in the investment advice, financial management, and financial planning services. The company was founded by Dan Lempe in 1991 and is headquartered in Greenwood Village, CO. | Chairman | - |
Financial Gravity Asset Management, Inc.
 Financial Gravity Asset Management, Inc. Investment ManagersFinance Part of Financial Gravity Cos., Inc., Financial Gravity Asset Management, Inc. is a private company that provides investment advice. The company is based in Austin, TX. The company was founded in 2007. The CEO is Scott Christopher Winters. | Chief Executive Officer | 31/07/2019 |
Former positions of Scott Winters
| Companies | Position | End |
|---|---|---|
Freedom Investment Management, Inc. (US)
 Freedom Investment Management, Inc. (US) Investment ManagersFinance Freedom Investment Management, Inc. (Freedom) is an asset management subsidiary of Freedom Advisors Group Intermediate Holdings LLC, headquartered in Hartford, Connecticut. The firm was founded in 2003 by Jennifer Winters, William Nelson, and Scott Winters. Freedom is a subsidiary of Freedom Advisors Group Intermediate Holdings LLC, ultimately held by EQIS Holding, Inc., a holding company. Formerly known as EQIS Capital Management, Inc., the firm provides discretionary investment advisory services to separately managed accounts, pooled investment vehicles, and through sub-advisory relationships. | Chief Executive Officer | 31/12/2016 |
EQIS Holding, Inc.
 EQIS Holding, Inc. Information Technology ServicesTechnology Services EQIS Holding, Inc. provides computer related services. The company is headquartered in San Rafael, CA. | Chief Executive Officer | - |
Training of Scott Winters
| San Diego State University | Undergraduate Degree |
| Pedago LLC | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Forta Financial Group, Inc.
Forta Financial Group, Inc. Investment ManagersFinance Forta Financial Group, Inc. engages in the provision of financial planning solutions. It specializes in the investment advice, financial management, and financial planning services. The company was founded by Dan Lempe in 1991 and is headquartered in Greenwood Village, CO. | Finance |
EQIS Holding, Inc.
EQIS Holding, Inc. Information Technology ServicesTechnology Services EQIS Holding, Inc. provides computer related services. The company is headquartered in San Rafael, CA. | Technology Services |
Freedom Investment Management, Inc. (US)
Freedom Investment Management, Inc. (US) Investment ManagersFinance Freedom Investment Management, Inc. (Freedom) is an asset management subsidiary of Freedom Advisors Group Intermediate Holdings LLC, headquartered in Hartford, Connecticut. The firm was founded in 2003 by Jennifer Winters, William Nelson, and Scott Winters. Freedom is a subsidiary of Freedom Advisors Group Intermediate Holdings LLC, ultimately held by EQIS Holding, Inc., a holding company. Formerly known as EQIS Capital Management, Inc., the firm provides discretionary investment advisory services to separately managed accounts, pooled investment vehicles, and through sub-advisory relationships. | Finance |
| Financial Gravity Cos., Inc. | |
Financial Gravity Asset Management, Inc.
Financial Gravity Asset Management, Inc. Investment ManagersFinance Part of Financial Gravity Cos., Inc., Financial Gravity Asset Management, Inc. is a private company that provides investment advice. The company is based in Austin, TX. The company was founded in 2007. The CEO is Scott Christopher Winters. | Finance |
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