General Investing >> Money Manager Interviews >> March 10, 2017

Generating Good After-Tax Returns with High-Conviction Ideas

Wallace, Scott
Scott Wallace, CFA, is Founder and Chief Investment Officer of Shorepath Capital Management LLC. Mr. Wallace joined AllianceBernstein as a U.S. Large Cap Growth Portfolio Manager in 2001 and became U.S. Large Cap Growth Team Leader on March 31, 2010. Mr. Wallace also was a partner and member of the senior leadership team at AllianceBernstein charged with managing and setting strategy for the firm. Prior to joining AllianceBernstein, he was with JPMorgan for 15 years, where he was a managing director and held a variety of roles in the U.S. and abroad, most recently as head of equities in Japan. Mr. Wallace has a B.A., magna cum laude, from Princeton University. He is a CFA charterholder. Profile
TWST: Please begin with an overview of Shorepath and tell us about your role at the firm.

Mr. Wallace: I'm the founding member of the firm. As such, I direct the