After interning with UBS while in college, Scott began his career in 2008 during the global financial crisis. Today, Scott and his team work with a limited number of families across the US. They are dedicated to understanding every aspect of their clients balance sheet to help ensure they stay aligned with each family’s unique objectives. Scott received his undergraduate degree from Northwood University and his Masters from the University of Southern California. Scott also holds the Certified Private Wealth Advisor® (CPWA®) designation, administered by Investments & Wealth Institute® formerly IMCA.
Away from the office, he currently serves as the Finance Chair for Don’t Ever Give Up (DEGU) for the V Foundation for Cancer Research and he was one of the original DEGU board members upon formation in 2015. He’s also an active member of Legatus International is passionate about giving back to the community and empowering the next generation.
