77: Founder/CEO of $1.5B First Ascent (Acquired by GeoWealth), FinServ and Asset Management Luminary. Meet Scott MacKillop

Billion Dollar Backstory

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11M ago 57:21

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Nobody knows what it takes to scale to the top like GEOWealth’s strategic advisor Scott MacKillop —he’s climbed literal mountains AND built some of the most successful TAMPS in the game.

In this Episode, Scott and Stacy discuss:

His backstory: From dreaming of following his father's footsteps as a lawyer and practicing corporate and securities law to leaping into asset management
His journey to founding and scaling First Ascent to over $1.5B in assets and his recent sale to GeoWealth.
What mountain climbing taught him about raising venture capital
Why he’s a firm believer in the power of a personal brand

More about Scott MacKillop:

Scott MacKillop served as CEO of First Ascent Asset Management until its acquisition by GeoWealth, LLC. He now serves as Strategic Advisor to GeoWealth and a champion for independent-minded financial advisors. He is an ambassador for the Institute for the Fiduciary Standard and a 47-year veteran of the financial services industry, having served at the helm of five Turnkey Asset Management Platforms (TAMPs).

Scott is a writer and commentator on the investment management and fintech industries. He brings his unique viewpoints to industry publications, speaking on the topics of fiduciary responsibilities, practice management, and client education. An avid hiker, Scott has summited thirty “14ers,” having hiked extensively in the U.S. and internationally. He also plays lead guitar for the band at his church.

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