Scott Hartman
About Scott Hartman
Scott Hartman is a Senior Vice President and Senior Portfolio Manager at UBS Financial Services, Inc., where he has worked since 2012. He previously held positions at H&R Block Financial Advisors and Morgan Stanley, accumulating over two decades of experience in wealth management.
Current Role at UBS
Scott Hartman holds the position of CPWA®, Senior Vice President in Wealth Management at UBS Financial Services, Inc. He has been with the firm since 2012, accumulating over a decade of experience in this role. As a Senior Portfolio Manager, he is responsible for managing client portfolios and providing financial advice tailored to individual needs. His expertise in wealth management contributes to the firm's commitment to delivering comprehensive financial solutions.
Previous Experience at Morgan Stanley
Prior to his current role, Scott Hartman worked at Morgan Stanley from 2006 to 2012. He served as CPWA®, First Vice President, Portfolio Manager during his six-year tenure. In this capacity, he managed investment portfolios and provided strategic financial guidance to clients, enhancing their investment outcomes through tailored financial strategies.
Experience at H&R Block Financial Advisors
Scott Hartman began his career at H&R Block Financial Advisors, where he worked as Vice President, Financial Advisor from 1994 to 2006. Over the course of twelve years, he developed his skills in financial advising and client relationship management, laying a strong foundation for his future roles in wealth management.
Education and Expertise
Scott Hartman studied at the University of Illinois at Urbana-Champaign, where he earned a Bachelor of Science degree in Finance from 1991 to 1993. This educational background provided him with a solid understanding of financial principles, which he has applied throughout his career in wealth management and portfolio management.