B Scott Sadler

CFA
Personal Finance, Retirement, Investing
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“With more than 30 years of investment management experience, Scott Sadler is the founder and president of Boardwalk Capital Management, an Atlanta, Georgia-based RIA focused on sustainable and impact investing and Certified B Corp.”
Firm:

Boardwalk Capital Management

Job Title:

President, CIO

Biography:

Scott Sadler is the founder and president of Boardwalk Capital Management, the Southeast’s only wealth management firm that is also a Certified B Corporation. Boardwalk’s social mission is to help as many investors as possible to invest for impact and for a “triple bottom line”.

Atlanta-based Boardwalk Capital Management is an independent Registered Investment Advisor specializing in Sustainable and Responsible Investing. Scott and his team's principals have decades of combined financial experience, providing counsel to individuals and institutions all over the country. They offer both proprietary investment solutions, and premier third-party managed strategies, in order to meet the unique needs of each client.

From the major investment houses to his own firm, Scott has advised affluent individuals, families and institutions more than 30 years, including seven years running a top-ranked emerging markets mutual fund.  He has been a Chartered Financial Analyst (CFA) since 1990, and today, he specializes in tax-efficient investing, sustainable (ESG) equity portfolios, social impact investments and renewable energy partnerships.

He currently sits on many boards, and is the Board Chairman of the Green Chamber of the South.

Education:

BS, Commerce, University of Virginia

Assets Under Management:

$20 million

Fee Structure:

Asset-Based

CRD Number:

150487

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February 2017
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