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Multi Family OfficeInvests through funds, not into companiesLAST VERIFIED Jul 2026 · 1 SOURCES

SCS Financial

Multi family office in Boston, United States, founded 2002.

Identity

HEADQUARTERS
Boston, United States
OFFICES
New York, NY · Providence, RI · Los Angeles, CA · West Palm Beach, FL
FOUNDED
2002

Overview

Headquartered in Boston, United States, the firm is listed as a multi family office founded in 2002. Other offices: New York, NY; Providence, RI; Los Angeles, CA; 4 people are named on its team.

People

  • Lane MacDonald
    Chief Investment Officer · source
  • Adrienne Penta
    National Head of Wealth Management · source
  • Clare Harker
    Managing Director, Private Client Group · source
  • Nicole Jackson Leslie
    Head of Wealth Strategy · source

Frequently asked questions

SCS Financial is a multi family office based in Boston, the United States, founded in 2002.

SCS Financial does not publicly state whether it puts its own money into companies or invests through funds.

Key people at SCS Financial include Adrienne Penta (National Head of Wealth Management), Clare Harker (Managing Director, Private Client Group), Lane MacDonald (Chief Investment Officer) and Nicole Jackson Leslie (Head of Wealth Strategy).