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D. Scott Ketner

D. Scott Ketner

New York, NY

Scott co-leads Berkshire’s Wealth Management practice.

Scott joined Berkshire in 2005 and has over 40 year industry experience. He brings to Berkshire extensive experience in corporate finance.  During his tenure at Berkshire, Scott has advised on a wide range of M&A transactions in the asset management and insurance industries.

Notable Transaction Experience:
Kudu / Douglass Winthrop (2021)
Laird Norton Wealth Management / Filament (2020)
Stanhope Capital / Forbes Family Trust (2020)
Azimut/ Sanctuary Wealth (2020)
Eaton Vance / Water Oak (2020)
Woodbury Financial / Capital One (investment mgmt. & brokerage division) (2018)
E*Trade / Capital One (retail brokerage business) (2018)
Whitney Hancock / Capital One (wealth and asset mgmt. business) (2017)
Private Investors / Savant Capital (2016)
Tiedemann Wealth / Presidio Capital (2016)
People’s United / Gerstein, Fisher (2016)
Merriman Wealth / Summit Capital (2016)
BNY Mellon / Atherton Lane (2016)
Aberdeen Asset Management / FLAG Capital Management (2015)

Prior Work Experience:
ING Barings, co‐head, Financial Institutions Group
Oppenheimer & Co., Head of the Insurance Industry Group
Lehman Brothers, Managing Director, Financial Institutions Group

Education & Affiliations:
The Wharton School, the University of Pennsylvania, MBA
Yale College, BA in History