About Scott
Scott focuses on investment management, portfolio construction and asset allocation, relative valuation analysis, risk management for concentrated stock positions, and holistic financial planning. He also serves as the firm’s capital markets strategist in conjunction with its Investment Policy Committee. He has 30 years of financial advisory experience working with corporate executives and high-net-worth individuals.
Scott is an avid skier and former racer, and he volunteers with the Alumni Association for Burke Mountain Academy (VT), which keeps him current with downhill racing and educating student-athletes. He is also a trustee of the Wilton (CT) Land Conservation Trust and serves on its Land Stewardship committee. Scott and his family have been active supporters of the community YMCA. They love to kayak, hike, ski, travel, and attend music concerts of all genres.
Education and Professional Milestones
-Series 65 registered
-Middlebury College - BA in political science with a concentration in French language and civilization, cum laude
-l’Institut d’Etudes Politiques, Paris, France
-Has also held roles as an investment advisor at Morgan Stanley, providing holistic financial planning while affiliated with Mass Mutual and Northwestern Mutual insurance companies, and in brand management at General Foods/Kraft
Scott focuses on investment management, portfolio construction and asset allocation, relative valuation analysis, risk management for concentrated stock positions, and holistic financial planning. He also serves as the firm’s capital markets strategist in conjunction with its Investment Policy Committee. He has 30 years of financial advisory experience working with corporate executives and high-net-worth individuals.
Scott is an avid skier and former racer, and he volunteers with the Alumni Association for Burke Mountain Academy (VT), which keeps him current with downhill racing and educating student-athletes. He is also a trustee of the Wilton (CT) Land Conservation Trust and serves on its Land Stewardship committee. Scott and his family have been active supporters of the community YMCA. They love to kayak, hike, ski, travel, and attend music concerts of all genres.
Education and Professional Milestones
-Series 65 registered
-Middlebury College - BA in political science with a concentration in French language and civilization, cum laude
-l’Institut d’Etudes Politiques, Paris, France
-Has also held roles as an investment advisor at Morgan Stanley, providing holistic financial planning while affiliated with Mass Mutual and Northwestern Mutual insurance companies, and in brand management at General Foods/Kraft