Boenning & Scattergood

Founded in 1914, Philadelphia based Boenning & Scattergood, Inc. is one of the oldest independent securities, asset management and investment banking firms in the region, providing individual, institutional, corporate and municipal clients a full complement of financial services including equity research, investment banking, public finance, asset management as well as equity and fixed income and sales and trading. Today, Boenning & Scattergood proudly upholds a century of tradition that is rarely found among our competitors.

Robert Crotty

Senior Vice President

3 past transactions

Columbus Macro

Acquisition in 2021
Columbus Macro is an independent boutique asset manager that focuses on managing assets in global capital markets for institutions, financial advisors, and affluent families. The firm offers a range of investment management services, including discretionary asset allocation, portfolio consulting, and outsourced Chief Investment Officer services. Columbus Macro specializes in multi-asset portfolio management and employs both quantitative and qualitative methods for risk management. Its approach includes developing core strategies tailored to specific asset classes and providing custom-designed services to meet the unique needs of its clients.

Sweney Cartwright and Co

Acquisition in 2019
Sweney Cartwright and Co is a Ohio based broker dealer.

Guardian Technology Partners

Acquisition in 2004
Guardian Technology Partners is an intellectual property investment bank that commercializes intellectual property.
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