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Who We Are

SLask

Scott M. Lask

Chief Investment Officer

Scott Lask is the Chief Investment Officer and Owner of the Scott Lask Wealth Management Group. Scott began working in financial services as a financial consultant in 1983 at Shearson American Express. Prior to starting the Scott Lask Wealth Management Group in 2004, Scott was a financial advisor for several different companies. Scott is a member of The Hudson Valley Estate Planning Council.
He holds certification from the Dorsey Wright & Associates Broker Institute and Advanced Broker Institute for successful completion of training in advanced point and figure methodology. Scott’s specialties are Risk Management, Retirement Income Solutions, Portfolio Construction, Family Wealth Advisory services, setting client goals; and is a frequent speaker for groups and organizations and continuing education seminars.
Scott is the proud father of 1 girl and 2 boys and grateful husband. He balances his work and family life with service to community in various organizations, such as the Community Foundation of Orange and Sullivan Counties, and Independent Living.

 

 

LGranite

Lucia A. Granite

Marketing & Operations

Lucia Granite manages the administrative operations and client services, as well as marketing for the Scott Lask Wealth Management Group.  Currently Vice President of Marketing & Operations, her career in financial services began in New York as an administrative assistant in the trading department for a prominent Park Avenue investment counselor.  Lucia worked for varied companies as a business operations manager, coordinator of special events and marketing manager.  She graduated from the University of Phoenix, from which she earned a degree in business science.

Lucia is a proud mother. She and her husband have been involved in the rescue and adoption of Greyhounds with the National Greyhounds Adoption Program. She serves on the Board of Trustees for a local living history museum.