Scott Winters
Chief Executive Officer at FINANCIAL GRAVITY COMPANIES, INC.
Net worth: 1 M $ as of 2024-02-28
Profile
Scott Christopher Winters is a businessperson who founded EQIS Capital Management, Inc. and who has been at the head of 5 different companies.
Presently, he is Co-Chairman & Chief Executive Officer at Financial Gravity Cos., Inc. and Executive Chairman for Forta Financial Group, Inc. and Chairman of the Board & Chief Executive Officer at Financial Gravity Asset Management, Inc. (both are subsidiaries of Financial Gravity Cos., Inc.).
Scott Christopher Winters is also Executive Chairman of Forta Financial Group, Inc.
He previously was Chairman & Chief Executive Officer for EQIS Holding, Inc. and Chief Executive Officer for EQIS Capital Management, Inc. (a subsidiary of EQIS Holding, Inc.).
He received an undergraduate degree from San Diego State University and an MBA from Pedago LLC.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
2023-09-25 | 13,869,142 ( 15.11% ) | 1 M $ | 2024-02-28 |
Scott Winters active positions
Companies | Position | Start |
---|---|---|
FINANCIAL GRAVITY COMPANIES, INC. | Chief Executive Officer | 2019-08-14 |
Forta Financial Group, Inc.
Forta Financial Group, Inc. Investment ManagersFinance Forta Financial Group, Inc. engages in the provision of financial planning solutions. It specializes in the investment advice, financial management, and financial planning services. The company was founded by Dan Lempe in 1991 and is headquartered in Greenwood Village, CO. | Chairman | - |
Financial Gravity Asset Management, Inc.
Financial Gravity Asset Management, Inc. Investment ManagersFinance Part of Financial Gravity Cos., Inc., Financial Gravity Asset Management, Inc. is a private company that provides investment advice. The company is based in Austin, TX. The company was founded in 2007. The CEO is Scott Christopher Winters. | Chief Executive Officer | - |
Former positions of Scott Winters
Companies | Position | End |
---|---|---|
Freedom Investment Management, Inc. (US)
Freedom Investment Management, Inc. (US) Investment ManagersFinance Freedom Investment Management, Inc. (Freedom) is an asset management subsidiary of Freedom Advisors Group Intermediate Holdings LLC, headquartered in Hartford, Connecticut. The firm was founded in 2003 by Jennifer Winters, William Nelson, and Scott Winters. Freedom is a subsidiary of Freedom Advisors Group Intermediate Holdings LLC, ultimately held by EQIS Holding, Inc., a holding company. Formerly known as EQIS Capital Management, Inc., the firm provides discretionary investment advisory services to separately managed accounts, pooled investment vehicles, and through sub-advisory relationships. | Chief Executive Officer | 2016-12-31 |
EQIS Holding, Inc.
EQIS Holding, Inc. Information Technology ServicesTechnology Services EQIS Holding, Inc. provides computer related services. The company is headquartered in San Rafael, CA. | Chief Executive Officer | - |
Training of Scott Winters
San Diego State University | Undergraduate Degree |
Pedago LLC | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
---|---|
FINANCIAL GRAVITY COMPANIES, INC. | Finance |
Private companies | 4 |
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Forta Financial Group, Inc.
Forta Financial Group, Inc. Investment ManagersFinance Forta Financial Group, Inc. engages in the provision of financial planning solutions. It specializes in the investment advice, financial management, and financial planning services. The company was founded by Dan Lempe in 1991 and is headquartered in Greenwood Village, CO. | Finance |
EQIS Holding, Inc.
EQIS Holding, Inc. Information Technology ServicesTechnology Services EQIS Holding, Inc. provides computer related services. The company is headquartered in San Rafael, CA. | Technology Services |
Freedom Investment Management, Inc. (US)
Freedom Investment Management, Inc. (US) Investment ManagersFinance Freedom Investment Management, Inc. (Freedom) is an asset management subsidiary of Freedom Advisors Group Intermediate Holdings LLC, headquartered in Hartford, Connecticut. The firm was founded in 2003 by Jennifer Winters, William Nelson, and Scott Winters. Freedom is a subsidiary of Freedom Advisors Group Intermediate Holdings LLC, ultimately held by EQIS Holding, Inc., a holding company. Formerly known as EQIS Capital Management, Inc., the firm provides discretionary investment advisory services to separately managed accounts, pooled investment vehicles, and through sub-advisory relationships. | Finance |
Financial Gravity Asset Management, Inc.
Financial Gravity Asset Management, Inc. Investment ManagersFinance Part of Financial Gravity Cos., Inc., Financial Gravity Asset Management, Inc. is a private company that provides investment advice. The company is based in Austin, TX. The company was founded in 2007. The CEO is Scott Christopher Winters. | Finance |