Westford

Scott Fennel

Manager, Investment Operations

238 Littleton Rd, Suite 201
Westford, MA 01886

Scott Fennel
Scott Fennel

About Scott

Scott is an Investment Operations Manager at the firm, providing operational support and client service as part of the firm’s Investment Services. He works on maintaining client portfolios, establishing new accounts, transferring assets, processing trades, and administering various other client service requests.

He served as a Senior Operations Analyst at Aurora Financial Advisors prior to merging with Focus Partners in early 2019. Previously, Scott was a Business Analyst at Citizens Private Bank.

Scott earned a Bachelor of Arts in Finance from New England College. He enjoys spending time with family, snowboarding, and competing in triathlons. In 2017 he finished the longest-running Ironman triathlon in North American – Lake Placid Ironman.