Scott Upham is the Co-Founder of Cribstone Capital Management and leads the team as Managing Partner.* He is the advisor for many family relationships and institutional clients and also serves on the firm’s Investment Committee. With more than 20 years of extensive financial services experience — including expertise in retirement, trust, estate and tax planning — Scott specializes in serving multi-generational families, non-profit organizations, foundations and business owners. Prior to co-founding Cribstone, he was a Regional Director with Russell Investments for seven years and also held senior investment management positions with American Express, Putnam Investments and Fleet Investment Management. Scott has also served on the board of trustees of the Maine Maritime Museum and knows first-hand both the challenges and opportunities facing non-profits and foundations. A proud Mainer, Scott has a passion for serving clients in the state as well as those who may be at a distance but identify proudly and profoundly with Maine.
Scott is a graduate of the University of Maine and earned his certification as an Investment Management Analyst from the University of Pennsylvania’s Wharton School of Business. He is also a Certified Private Wealth Advisor through the University of Chicago’s Booth School of Business. Having organized and led cycling teams for the American Lung Association’s Trek Across Maine on a half dozen occasions, Scott loves to experience Maine from the saddle of his bicycle. Scott lives in West Bath with his wife, Julie, and their two sons, Connor and Ethan.
* Any reference to Cribstone Capital Management prior to May 2015 refers to the group’s affiliation with Ameriprise.