Scott Macaione
CFA, CFP®
Managing Director
- Shareholder
Scott Macaione is a Managing Director at Pathstone. Scott specializes in the development and implementation of advanced planning and investment management solutions for institutional and private wealth clients. Scott oversees a team of Wealth Advisors based in the firm’s Winter Park, FL office and works with a select group of institutional and individual clients.
Prior to joining Pathstone, Scott held the role of Director of Advisory Services at WaterOak Advisors. He has over 25 years of experience in the industry and was honored in the Barron’s Top 1200 Financial Advisors ranking in 2020 and 2021. Prior to WaterOak, he served as a Vice President for Fidelity Investments providing branch sales team leadership and investment guidance to client relationships with accumulated total assets in excess of $1 Billion.
Scott is a Mentor in the CFP® Board Mentor Program. He is a Certified Financial Planner™ (CFP®) and holds the Chartered Financial Analyst (CFA) designation. He is a Board Member, as well as VP Finance, Finance Committee Chair for The Foundation for Seminole County Public Schools.
Originally from Boston, Scott currently resides with his wife and 4 children in Sanford, FL.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Group
Certification
Office
Scott Macaione is a Managing Director at Pathstone. Scott specializes in the development and implementation of advanced planning and investment management solutions for institutional and private wealth clients. Scott oversees a team of Wealth Advisors based in the firm’s Winter Park, FL office and works with a select group of institutional and individual clients.
Prior to joining Pathstone, Scott held the role of Director of Advisory Services at WaterOak Advisors. He has over 25 years of experience in the industry and was honored in the Barron’s Top 1200 Financial Advisors ranking in 2020 and 2021. Prior to WaterOak, he served as a Vice President for Fidelity Investments providing branch sales team leadership and investment guidance to client relationships with accumulated total assets in excess of $1 Billion.
Scott is a Mentor in the CFP® Board Mentor Program. He is a Certified Financial Planner™ (CFP®) and holds the Chartered Financial Analyst (CFA) designation. He is a Board Member, as well as VP Finance, Finance Committee Chair for The Foundation for Seminole County Public Schools.
Originally from Boston, Scott currently resides with his wife and 4 children in Sanford, FL.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
