Scott Shellhamer
Vice President at EP Wealth Advisors | Chester Springs, Pennsylvania, United States
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Scott Shellhamer serves as the Managing Partner at Warren Financial, where he leverages his extensive expertise in wealth management to guide clients toward achieving their Greater Purpose through strategic investment solutions. With a focus on private equity, venture capital, and alternative investments, Scott plays a pivotal role in curating customized portfolios that align with the unique financial goals of individuals, small to medium-sized businesses, foundations, and trusts. His commitment to providing professional, diligent, and consistent advice is evident in the way he manages client relationships, ensuring that each client receives tailored strategies that not only grow their wealth but also preserve it for future generations.
Under Scott's leadership, Warren Financial has embarked on several key projects, including the development of innovative investment management programs that integrate trust services, estate planning, and private banking. His proficiency in portfolio management and asset management allows him to navigate complex financial landscapes, making informed decisions that enhance client outcomes. Additionally, Scott's expertise in equity trading and investment advisory services positions him as a trusted resource for executives looking to optimize their financial strategies.
Scott's holistic approach to wealth management is complemented by his deep understanding of financial services and trading, enabling him to provide comprehensive solutions that address the multifaceted needs of his clients. As a thought leader in the industry, he remains committed to fostering long-term relationships built on trust and transparency, ensuring that clients can confidently provide for those they care about most while pursuing their financial aspirations.
Vice President at EP Wealth Advisors in November 2022 to Present
Managing Partner at Warren Financial in March 2012 to November 2022
Vice President, Head of Equity Trading at Lockwood Capital Management in February 2008 to March 2012
Head Trader at Geewax Terker and Company in September 2000 to July 2007
Member of the Market Regulation Committee at NASD in January 1997 to February 2000
Partner/ Head of Equity Trading at Pilgrim Baxter & Associates in March 1993 to June 1999
Securities Trader at The Travelers Investment Management Company in July 1991 to November 1992
Equity Trader at Trinity Investment Management Corp. in September 1987 to July 1991
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Series 7
Portfolio Management
Equities
Equity Trading
Asset Managment
Manage Client Relationships
Risk Management
Risk Analysis
Wealth Management
Investment Management
Alternative Investments
Asset Allocation
Asset Management
ETFs
Finance
Financial Services
Hedge Funds
Investment Advisory
Investments
Management
Mutual Funds
Securities
Trading
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Discover more about EP Wealth AdvisorsWhat is Scott Shellhamer email address?
Email Scott Shellhamer at [email protected]. This email is the most updated Scott Shellhamer email found in 2026.
What is Scott Shellhamer phone number?
Scott Shellhamer phone number is +16102837955 and +16104589691.
How to contact Scott Shellhamer?
To contact Scott Shellhamer send an email to [email protected]. If you want to call Scott Shellhamer try calling on +16102837955 and +16104589691.
What company does Scott Shellhamer work for?
Scott Shellhamer works for EP Wealth Advisors
What is Scott Shellhamer's role at EP Wealth Advisors?
Scott Shellhamer is Vice President
Scott Shellhamer Email Addresses
Scott Shellhamer Phone Numbers
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