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Scott M. Lask
  • Monroe, NY
  • United States
  • Private Wealth Advisor
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Scott M. Lask's Friends

  • Patti Goldfarb, CSA
  • Eric Ganz
 

Scott M. Lask's Page

Profile Information

What is your line of work (profession)?
Private Wealth Advisor
What is your job title or description?
Owner, Chief Investment Officer & Managing Director
Company Name
The Scott Lask Wealth Management Group LLC
Your website
http://www.wedbush.com/scottlask
Business affiliations
CIANJ, Mahwah Chamber of Commerce, BNI, Community Foundation of Orange
Jewish Organization(s) (past and present)
Monroe Jewish Community Center Congregation Eitz Chaim
LinkedIn Address
http://www.linkedin.com/pub/scott-lask/4/961/478
Brag about yourself - what makes you great at what you do?
We are experts at portfolio risk management. In English we have a well defined process to protect our clients money during severe market downturns such as 2008 and the Dotcom crash. Our clients did not suffer financially nor did they have to change their lifestyle. Their long term growth was not interrupted. And we build great relationships!
What types of business contacts are you looking to make?
I am looking for two distinct contacts: 1) Centers of influence such as CPAs and attroneys and 2) High net worth individuals who do not currently have proactive risk management for their investments.

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At 3:57pm on February 23, 2011, Eric Ganz said…
My pleasure and let's get together soon.
 
 
 

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