At Boardwalk Capital Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an financial solution that is designed to address your individual needs -- meeting both your financial AND your social objectives.
B Scott Sadler , CFA
Founder and President
Mr. Sadler is a 30-year industry veteran, heading all research and advisory services for Boardwalk. His experience includes wealth management for affluent clients of prominent financial firms across the US and managing a top mutual fund.
William V. (Bill) McRae, III
Board of Directors
Bill McRae is retired a broad corporate law practice focused on businesses and business owners while also provided sophisticated estate and asset protection planning advice. He now focuses his energies on real estate investments.
Mary H Sadler
Chief Inspiration Officer
Mary Sadler is a lifelong advocate for responsible corporate behavior. She is the driving force behind the firm’s sustainable and responsible investment strategies.