Scott Mc Donald
About Scott Mc Donald
Scott McDonald serves as the Senior Vice President of Investments and Senior Portfolio Manager at UBS, where he has worked since 2009. He previously held a position at Morgan Stanley for 16 years and holds a Bachelor of Science degree from The University of Tennessee at Chattanooga.
Work at UBS
Scott McDonald has been employed at UBS since 2009, serving as Senior Vice President - Investments and Senior Portfolio Manager. In this role, he manages investment portfolios and provides strategic financial advice to clients. He is also a partner at Vantage Point Financial Group, which operates as a private client group within UBS Wealth Management Americas. His responsibilities include overseeing client relationships and developing tailored investment strategies.
Previous Experience at Morgan Stanley
Before joining UBS, Scott McDonald worked at Morgan Stanley from 1993 to 2009. He held the position of First Vice President and Senior Investment Management Specialist for 16 years in the Chattanooga, Tennessee area. During his tenure, he focused on investment management and client services, contributing to the firm's growth and client satisfaction.
Education and Expertise
Scott McDonald earned a Bachelor of Science (B.S.) degree in Business from The University of Tennessee at Chattanooga. His educational background provides a foundation for his expertise in investment management and financial planning, which he has applied throughout his career in the financial services industry.
Professional Background
Scott McDonald has over 30 years of experience in the financial services sector. His career began at Morgan Stanley, where he developed skills in investment management and client relations. Since transitioning to UBS, he has continued to build on this experience, focusing on portfolio management and wealth management strategies for high-net-worth clients.