SCS Financial Appoints Adrienne Penta as National Head of Wealth Management

BOSTON--(BUSINESS WIRE)--SCS Financial, a leading wealth and investment management firm serving ultra-high-net-worth families and institutions, today announced the appointment of Adrienne Penta to the role of National Head of Wealth Management, effective January 6^th. Ms. Penta is an accomplished financial services leader who has dedicated her career to helping clients engage in conversations about their wealth and build integrated, holistic plans for achieving their goals.

Headquartered in Boston, SCS Financial managed over $32 billion in assets as of September 30, 2024, and serves as the dedicated Family Office & Outsourced Chief Investment Officer (OCIO) hub of Focus Financial Partners. With the addition of Ms. Penta, the SCS leadership team advances its vision of providing innovative wealth management solutions to its clients.

“We could not be more excited to welcome Adrienne, a talented and passionate wealth management executive, to the SCS team,” said Tony Abbiati, Co-Founder and Chief Executive Officer of SCS and Executive Vice President of Focus Financial Partners. “Her decades of experience are invaluable as we continually enhance our strategies and solutions for clients. As National Head of Wealth Management, Adrienne will strengthen our leadership team and play an important role in driving our strategy to meet the evolving needs of our clients.”

“SCS is a prominent leader in the family office and ultra-high-net-worth wealth management industry, and I am proud to join such a talented team. Our mission is to drive innovation in the wealth management industry, while always putting our clients first,” said Ms. Penta. “We have an ambitious vision for the future, and I’m grateful for the opportunity to work with my new team to deliver even more capabilities for our clients.”

Prior to joining SCS, Ms. Penta spent over 15 years at Brown Brothers Harriman (BBH), holding multiple client-facing and strategy roles within the wealth management business. Notably, she led the creation of the BBH Center for Women & Wealth (CW&W), which is dedicated to supporting women in creating and managing wealth. Under her leadership, CW&W became nationally recognized for its unyielding commitment to help clients engage in conversations about family, wealth, and values. Prior to joining Brown Brothers Harriman, Ms. Penta was a practicing trusts and estates attorney at Choate Hall & Stewart LLP.

Ms. Penta is active in her community and is currently the President of the International Women's Forum of Massachusetts. She also serves on the board of several philanthropic organizations including the Home for Little Wanderers, New America's Better Life Lab Advisory Council, and the Women's Philanthropy Institute at the Lilly School of Philanthropy's advisory board.

About SCS Financial
SCS is a leading wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS offers fee-only advice designed to put client interests first and help wealthy families and institutions feel secure and confident in their financial futures. Priding itself on its steadfast client-focused approach, SCS believes all clients benefit from its integrity in helping them pursue their personal objectives. SCS provides an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management and private investments, and a powerful technology platform. SCS manages over $32 billion in assets and is the dedicated Family Office & Outsourced Chief Investment Officer (OCIO) division of Focus Financial Partners. SCS is headquartered in Boston with offices in New York, Providence, Los Angeles, and West Palm Beach. For more information about SCS, please visit www.scsfinancial.com.