Profile
Mr. Scott J.
Mazi, CFA CA, is an Executive Vice President, Portfolio & Relationship Management at Baskin Financial Services, Inc. He joined Baskin in 2006 and became a partner in 2009.
Mr. Scott has over twenty five years of experience in wealth management and financial services and has held senior positions at KPMG, UBS (Cayman Islands) and TD Asset Management.
Mr. Scott holds the Chartered Financial Analyst designation and Chartered Accountant designations as well as a BSc in business from Miami University (Ohio).
Scott James Mazi active positions
| Companies | Position | Start |
|---|---|---|
Baskin Financial Services, Inc.
Baskin Financial Services, Inc. Investment ManagersFinance Baskin Wealth Management conducts in-depth research to fully understand the key drivers of the businesses they buy for clients – business models, competitive landscapes, and management track records. | Portfolio Manager-Equities | 01/01/2006 |
Former positions of Scott James Mazi
| Companies | Position | End |
|---|---|---|
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, tax and advisory services | Corporate Officer/Principal | 31/12/2005 |
TD Asset Management USA Funds, Inc.
TD Asset Management USA Funds, Inc. Investment Trusts/Mutual FundsMiscellaneous Operates as umbrella fund | Corporate Officer/Principal | - |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS Private Banking employs asset allocation methods to manage separate portfolios based on each client's investment objectives and risk tolerance. | Corporate Officer/Principal | - |
Training of Scott James Mazi
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
TD Asset Management USA Funds, Inc.
TD Asset Management USA Funds, Inc. Investment Trusts/Mutual FundsMiscellaneous Operates as umbrella fund | Miscellaneous |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS Private Banking employs asset allocation methods to manage separate portfolios based on each client's investment objectives and risk tolerance. | Finance |
Baskin Financial Services, Inc.
Baskin Financial Services, Inc. Investment ManagersFinance Baskin Wealth Management conducts in-depth research to fully understand the key drivers of the businesses they buy for clients – business models, competitive landscapes, and management track records. | Finance |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, tax and advisory services | Commercial Services |
Miami University
Miami University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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