Scott Wallace
Chief Executive Officer at Shorepath Capital Management LLC
Profile
Mr. Patrick S.
Wallace, CFA, is a Founder & Chief Investment Officer at Shorepath Capital Management LLC.
He co-founded the firm in 2012.
Mr. Wallace previously was at AllianceBernstein for eleven years, first as a US Large Cap Growth portfolio manager and then in 2010 became US Large Cap Growth Team Leader.
Prior to joining AllianceBernstein, he was with JPMorgan for 15 years, where he was a Managing Director and held a variety of roles in the US and abroad, most recently as head of equities in Japan.
He has a BA (magna cum laude) from Princeton University.
He is a CFA charter holder.
Scott Wallace active positions
Companies | Position | Start |
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Shorepath Capital Management LLC
Shorepath Capital Management LLC Investment ManagersFinance Shorepath Capital Management LLC (Shorepath) is an independent, SEC-registered investment advisor headquartered in Evanston, Illinois. The firm was founded by P. Scott Wallace and David Randell in 2012 as Ranger Asset Management LLC. Shorepath provides investment advisory services to private funds and separately managed accounts. | Chief Executive Officer | 2012-02-29 |
Former positions of Scott Wallace
Companies | Position | End |
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AllianceBernstein LP
AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Portfolio Manager-Equities | 2012-04-30 |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Corporate Officer/Principal | - |
Training of Scott Wallace
Princeton University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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JPMorgan Securities LLC
JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Finance |
AllianceBernstein LP
AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Finance |
Shorepath Capital Management LLC
Shorepath Capital Management LLC Investment ManagersFinance Shorepath Capital Management LLC (Shorepath) is an independent, SEC-registered investment advisor headquartered in Evanston, Illinois. The firm was founded by P. Scott Wallace and David Randell in 2012 as Ranger Asset Management LLC. Shorepath provides investment advisory services to private funds and separately managed accounts. | Finance |
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