Scott M. Barbee
Keine laufenden Positionen mehr
Profil
Mr. Scott M.
Barbee, CPA CFP, is Wealth Advisor & Principal at Truepoint, Inc.
Mr. Barbee joined Truepoint in 2005, bringing more than eight years of financial planning expertise honed at Deloitte & Touche and the FTB Group of UBS.
At Deloitte, he assisted with the design, development and testing of financial planning software and also counseled Procter & Gamble retirees through their retirement decisions.
With the FTB Group, he employed his extensive experience with retirement plan distributions and stock option planning to advise employees and executives of companies such as Procter & Gamble and Convergys.
As a wealth manager at Truepoint, he essentially serves as a CFO for his clients and their families.
He specializes in working with executives of Procter & Gamble and General Electric, leveraging his deep knowledge of the intricacies of retirement planning for their benefit.
Mr. Barbee holds a bachelor’s degree in accounting from the University of Cincinnati.
He is a Certified Public Accountant and Certified Financial Planner professional.
Ehemalige bekannte Positionen von Scott M. Barbee
Unternehmen | Position | Ende |
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UBS Capital Americas LLC
UBS Capital Americas LLC Investment ManagersFinance Spun out of UBS AG (NYSE: UBS) in 2000, UBS Capital Americas LLC is a private equity firm based in New York City | Corporate Officer/Principal | - |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Ausbildung von Scott M. Barbee
University of Cincinnati (Ohio) | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
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Unternehmensverbindungen
Private Unternehmen | 2 |
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Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Commercial Services |
UBS Capital Americas LLC
UBS Capital Americas LLC Investment ManagersFinance Spun out of UBS AG (NYSE: UBS) in 2000, UBS Capital Americas LLC is a private equity firm based in New York City | Finance |