Who We Are
- Who We Are
  
  We founded SCS with the idea that families with significant wealth deserve a better type of partner. Today, we continue to push the industry forward and expand what’s possible for those families.
  
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  - Our Team
    Meet the team of over 200 professionals whose deep experience and shared commitment to excellence power everything we do for our clients.
  - Careers
    Where meaningful work, trusted collaboration, and long‑term thinking shape every career—explore opportunities to join SCS today.
  - Locations
    From Boston to Los Angeles, we provide families with both a local presence and a national network.
What We Do
- What We Do
  
  Through wealth advisory, investment management, and family office services, we help clients manage complexity, align their decisions with their purpose and priorities, and steward wealth thoughtfully across generations.
  
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Who We Serve
- Who We Serve
  
  SCS was founded for families who think differently about wealth. Driven by purpose, guided by values, and unwilling to settle, we work with independent thinkers who are changing the world with their wealth, one generation at a time.
  
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  - Multi-Generational Families
    We navigate the complexities of multi-generational wealth, bringing clarity and cohesion so your legacy supports harmony for generations.
  - Entrepreneurs & Founders
    For entrepreneurs and founders, wealth is often created in moments of transition. We help you navigate the entire journey of business ownership.
  - Investment General Partners & Professional Investors
    For investment professionals with significant stakes in their own ventures, we deliver integrated planning and oversight to manage concentration, liquidity, and portfolio construction.
Insights

Contact

Investor Login

Investor Login

Contact

David Flinn

Managing Director, Client Portfolio Manager

Investment Group

Boston, MA

As a Managing Director in the Investment Group, David serves as a Client Portfolio Manager, working closely with individual clients and their investment portfolios. David specializes in helping clients understand the various market factors and complexities driving investment outcomes within their portfolio.

David is driven by his passion for the capital markets and his belief that a sound investment strategy combined with thoughtful planning can help families create durable and lasting impact.

Experience:
27+ years in the alternative investment industry
Bain Capital – Managing Director, led investor relations and capital formation efforts for the firm’s public market alternatives
GCM Grosvenor, senior leadership roles within investment due diligence and client portfolio management
Education:
B.S. Accountancy and Finance, Miami University
CFA Charterholder
Beyond SCS:
David enjoys spending time with his wife and twin teenage boys across a variety of outdoor activities, including golf, skiing and watersports. He also enjoys traveling at home and abroad with family and friends, discovering new restaurants, and walking with his two rescue dogs.

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