Scott Meggenberg

Principal,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Scott Meggenberg is an institutional advisor based in Chicago, IL.

As a principal, Scott is responsible for providing investment advisory services to clients focusing on corporate retirement plans, endowments, foundations, and family offices. He serves as a trustworthy partner for clients with a strong acumen, developing portfolios that achieve clients’ goals and objectives.

Scott joined CAPTRUST in 2021 from Ellwood Associates—a comprehensive financial services firm—where he served as a senior investment consultant. In this role, Scott crafted and devised investment programs for clients, including major corporations, nonprofits, and health care systems. He managed his team as an approachable leader and mentor.

During various periods in his career at Ellwood, Scott led the real assets research team, was a part of the traditional manager research team, and was head of private equity research. He attended Bradley University and graduated with a Bachelor of Science degree in finance.

Education

  • Bachelor of Science degree in finance from Bradley University

Awards & Recognition

  • NAPA Top DC Advisor Teams | 2022 (CAPTRUST Chicago)

Resources

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