Scott Polter
Director of Trading Operations and Investment Compliance at National Philanthropic Trust | Jamison, Pennsylvania, United States
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Scott Polter serves as the Director of Trading Operations and Investment Compliance at National Philanthropic Trust (NPT), where he plays a pivotal role in shaping the organization’s compliance and trading strategies. With over two decades of experience in the financial services industry, Scott brings a wealth of knowledge in overseeing operations and compliance across wealth management, broker-dealer, and financial technology sectors. His leadership is instrumental in managing NPT’s extensive portfolio of over $40 billion in assets, ensuring that the organization adheres to the highest standards of regulatory compliance while effectively serving affluent donors and financial institutions.
In his current role, Scott has established a robust framework for trading operations that not only enhances operational efficiency but also aligns with NPT’s mission to facilitate philanthropic giving through Donor Advised Funds. His expertise in strategic planning and investments allows him to navigate the complexities of private equity and asset management, ensuring that NPT’s investment strategies are both compliant and aligned with donor objectives. Scott’s commitment to client success is evident in his proactive approach to customer relationship management, where he fosters strong partnerships with donors and financial advisors alike.
Moreover, Scott’s experience as a Chief Operating Officer and Chief Compliance Officer equips him with a unique perspective on vendor management and talent acquisition, enabling him to build high-performing teams that drive operational excellence. His strategic insights and dedication to compliance not only safeguard NPT’s operations but also enhance the overall donor experience, making him a key asset in the organization’s mission to promote philanthropy.
Director of Trading Operations and Investment Compliance at National Philanthropic Trust in January 2022 to Present
Director of Operations and Client Success at RobustWealth in January 2019 to January 2021
Chief Operating Officer and Chief Compliance Officer at McQueen, Ball & Associates in January 2013 to January 2019
Director Of Operations at Hornor, Townsend & Kent in January 2007 to January 2012
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Organizational Leadership
Strategic Planning
Business Operations
Registered Investment Advisor
Investment Management
Financial Services
Investment Operations
Risk Management
Trading
Asset Allocation
Portfolio Management
Investments
Equities
Fixed Income
Mutual Funds
Alternative Investments
Private Equity
Broker-Dealer Operations
Client Success Strategy
SEC Compliance
Donor Advised Funds
Global Investment Performance Standards (GIPS)
Software as a Service (SaaS)
Customer Relationship Management (CRM)
Business Intelligence Tools
Relationship Management
Team Building
Contract Negotiation
Team Leadership
Customer Service
Vendor Management
Business Development
Client Acquisition
Process Improvement
Team Development
Regulatory Compliance
Practice Management
Talent Acquisition
Project Management
Change Management
Operations Management
Budget Management
P&L Management
Management
Analytical Skills
Strategy
Wealth Management
Leadership
Employee Training
Operational Risk Management
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Discover more about National Philanthropic TrustWhat is Scott Polter email address?
Email Scott Polter at [email protected] and [email protected]. This email is the most updated Scott Polter email found in 2026.
What is Scott Polter phone number?
Scott Polter phone number is +12152853542 and +12155302967.
How to contact Scott Polter?
To contact Scott Polter send an email to [email protected] or [email protected]. If you want to call Scott Polter try calling on +12152853542 and +12155302967. (updated on November 04, 2024)
What is Scott Polter net worth?
Scott Polter has an estimated net worth of $750,000 to $999,999
What company does Scott Polter work for?
Scott Polter works for National Philanthropic Trust
What is Scott Polter's role at National Philanthropic Trust?
Scott Polter is Director of Trading Operations and Investment Compliance
What industry does Scott Polter work in?
Scott Polter works in the Non-Profit Organizations industry.
Scott Polter Email Addresses
Scott Polter Phone Numbers
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