SETH SCHOLAR

Senior Investment Advisor

SETH SCHOLAR
Address
3 Embarcadero Center
San Francisco, CA 94111
US
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Contact Hours
By appointment

About SETH

Professional Experience

As a Senior Investment Advisor with Fifth Third Private Bank, Seth serves as a trusted investment expert for high-net-worth individuals and institutional clients, delivering personalized portfolio guidance and sophisticated investment strategies aligned with clients’ long-term financial goals. With 39 years of financial services experience, Seth specializes in designing, building, and managing portfolios for corporate executives, business owners, foundations, and endowments.

Seth has spent his career in and around Silicon Valley, working with technology companies as an analyst and portfolio manager and advising their employees as a Wealth Advisor. His extensive background includes investment management, portfolio strategy, equity research, concentrated stock positions, executive compensation, and tax-efficient diversification strategies. Prior to his current role, Seth served as a Wealth Advisor at Parallel Advisors and held senior investment and wealth management positions with Fifth Third Wealth Advisors, U.S. Bank Private Wealth Management, and several other wealth management firms. Through disciplined investment management and a client-centered approach, Seth helps clients navigate complex financial decisions and pursue their long-term financial objectives.

Education

University of California Santa Barbara, Santa Barbara/CA, BA Business/Economics

University of California Berkeley Extension, Berkeley/CA, Graduate Certificate in Financial Planning

About Fifth Third Private Bank

With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.

+Deposit and credit products provided by Fifth Third Bank, National Association, Member FDIC, Equal Housing Lender.

Investing involves risk, including the possible loss of principal invested. Diversification and asset allocation do not guarantee better performance and cannot eliminate the risk of investment loss.

Fifth Third does not provide tax or legal advice. Please consult your tax advisor or attorney before making any decisions or taking any action based on this information.

Passageway is an investment advisory service offered by Fifth Third Securities. For additional information about the advisory services offered by Fifth Third Securities, please speak with your Investment Professional or ask for a copy of the Firm's Passageway Managed Account Wrap Fee Program Brochure (ADV Part 2A).

Fifth Third Securities is the trade name used by Fifth Third Securities, Inc., member FINRA / SIPC, a wholly owned subsidiary of Fifth Third Bank, National Association, a registered broker-dealer, and a registered investment advisor registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training.

*Securities and investments offered through Fifth Third Securities, Inc. and insurance products:


  • Are Not FDIC Insured

  • Offer No Bank Guarantee

  • May Lose Value

  • Are Not Insured By Any Federal Government Agency

  • Are Not A Deposit


Insurance products made available through Fifth Third Insurance Agency, Inc. Insurance products are not offered in all states.