Scott R. Inglis, CFA

Scott Inglis, CFA
Regional Director and Portfolio Manager
Philadelphia, PA

email scott inglis

Or call 215.735.0299

“The most enjoyable part of my job is watching as the weight is lifted from a client's shoulders when they realize that everything they had hoped and planned for financially is truly possible and realistic”

Scott Inglis serves as Regional Director and Portfolio Manager for the firm’s Philadelphia and New York offices.  To Scott, managing portfolios for clients and their families is a privilege.  In addition to growing their wealth, Scott provides for the opportunity to make a meaningful difference in their lives.

Spending the formative part of his investment career at E.I. DuPont de Nemours, Scott managed pension assets for the DuPont company as a member of the global equity team. He followed his passion to work with individual clients when he joined Flagship Capital Management in 2006.  Prior to joining Carnegie, he served as a portfolio manager and adviser at the Fieldstone Financial Management Group.

Scott earned a Bachelor of Arts degree in Economics from the University of Notre Dame and a Master of Business Administration from Duke University’s Fuqua School of Business.  Scott is a Chartered Financial Analyst®.
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Scott and his wife Jennifer have three children.  Outside of work, Scott is an avid and eclectic reader, with a goal to read twenty non-investment books per year. Scott loves to hike, and his favorite place to climb hills is Acadia National Park in Maine.

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About Scott Inglis' Professional Designation

Chartered Financial Analyst (“CFA”)
​The Chartered Financial Analyst (“CFA”) charter is a professional designation established in 1962 and awarded by CFA Institute. To earn the CFA charter, candidates must pass three sequential, six-hour examinations over two to four years. The three levels of the CFA Program test a wide range of investment topics, including ethical and professional standards, fixed-income analysis, alternative and derivative investments, and portfolio management and wealth planning. In addition, CFA charterholders must have at least four years of acceptable professional experience in the investment decision-making process and must commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct