Profile
Mr. Scott Miller is a Managing Director at Sherpa Asset Management, Inc.
Prior to joining Sherpa Asset Management, Mr. Miller began his career in 1996 as an Investment Advisor at Merrill Lynch & Co in Toronto.
In 2000, he joined Charles Schwab & Co. where he was instrumental in the development of a fully integrated financial services platform.
He later spent many years as a Senior Vice President in the hedge fund space focusing on the distribution and marketing of various financial products.
He has spent many years at Macquarie Private Wealth covering BC, Alberta and Ontario.
Mr. Miller holds a B.Sc.
in Economics from Dalhousie University, and did postgraduate work in the MBA program at the Warwick School of Business in England.
He holds his CIM designation and is a candidate for the CAIA designation.
Scott Miller active positions
| Companies | Position | Start |
|---|---|---|
| NorthStream Capital, Inc. | Founder | - |
Former positions of Scott Miller
| Companies | Position | End |
|---|---|---|
Sherpa Asset Management, Inc.
 Sherpa Asset Management, Inc. Investment ManagersFinance Sherpa Asset Management, Inc. (Sherpa AM) is an independent hedge fund manager headquartered in West Vancouver, Canada. The firm was founded by David A. Guarasci in 2007. Sherpa AM manages assets on behalf of institutional clients and private investors. | Portfolio Manager-Equities | 2012-12-31 |
Merrill Lynch & Co. Canada Ltd.
 Merrill Lynch & Co. Canada Ltd. Finance/Rental/LeasingFinance The Group's principal activities are to provide investment, financing, advisory, insurance and related products and services on a global basis. The Group's services includes securities brokerage, trading, insurance, record keeping and underwriting through its broker, dealer, banking, insurance and other financial services subsidiaries. The Group operates in three business segments: Global Markets and Investment Banking group, Global Private Client, and Merrill Lynch Investment Managers. The principal subsidiary of the Group is Merrill Lynch, Pierce, Fenner & Smith Inc., which provides securities brokerage, option contracts, commodity and financial futures contracts, selected insurance products, options, corporate and municipal securities, investment banking and business advisory services. The Group operates in Europe, Middle East, and Africa, Pacific Rim, Canada and Latin America. In 2005, the Group acquired Pax Clearing Corp, the advest Group and Amvescap Plc. | Corporate Officer/Principal | - |
Macquarie Private Wealth, Inc.
 Macquarie Private Wealth, Inc. Investment ManagersFinance Macquarie Private Wealth, Inc. is an investment advisor headquartered in Toronto, Ontario. The firm is a subsidiary of Macquarie Group Ltd. (MQG.AX) and is part of the Macquarie Banking and Financial Services Group, the primary relationship manager for Macquarie's retail client base. Macquarie Private Wealth was formed in 2010 following Macquarie Group Ltd.'s purchase of Blackmont Capital from CI Financial Corp (CIX.TO). The firm is a member of the Canadian Investor Protection Fund (CIPF) and the Industry Regulatory Organization of Canada (IIROC). | Corporate Officer/Principal | - |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Training of Scott Miller
| Dalhousie University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Sherpa Asset Management, Inc.
Sherpa Asset Management, Inc. Investment ManagersFinance Sherpa Asset Management, Inc. (Sherpa AM) is an independent hedge fund manager headquartered in West Vancouver, Canada. The firm was founded by David A. Guarasci in 2007. Sherpa AM manages assets on behalf of institutional clients and private investors. | Finance |
Merrill Lynch & Co. Canada Ltd.
Merrill Lynch & Co. Canada Ltd. Finance/Rental/LeasingFinance The Group's principal activities are to provide investment, financing, advisory, insurance and related products and services on a global basis. The Group's services includes securities brokerage, trading, insurance, record keeping and underwriting through its broker, dealer, banking, insurance and other financial services subsidiaries. The Group operates in three business segments: Global Markets and Investment Banking group, Global Private Client, and Merrill Lynch Investment Managers. The principal subsidiary of the Group is Merrill Lynch, Pierce, Fenner & Smith Inc., which provides securities brokerage, option contracts, commodity and financial futures contracts, selected insurance products, options, corporate and municipal securities, investment banking and business advisory services. The Group operates in Europe, Middle East, and Africa, Pacific Rim, Canada and Latin America. In 2005, the Group acquired Pax Clearing Corp, the advest Group and Amvescap Plc. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
Macquarie Private Wealth, Inc.
Macquarie Private Wealth, Inc. Investment ManagersFinance Macquarie Private Wealth, Inc. is an investment advisor headquartered in Toronto, Ontario. The firm is a subsidiary of Macquarie Group Ltd. (MQG.AX) and is part of the Macquarie Banking and Financial Services Group, the primary relationship manager for Macquarie's retail client base. Macquarie Private Wealth was formed in 2010 following Macquarie Group Ltd.'s purchase of Blackmont Capital from CI Financial Corp (CIX.TO). The firm is a member of the Canadian Investor Protection Fund (CIPF) and the Industry Regulatory Organization of Canada (IIROC). | Finance |
| NorthStream Capital, Inc. |
- Stock Market
- Insiders
- Scott Miller
