"I’ve spent my career focused on portfolio management and investment selection, so I am well equipped to develop portfolios that address the broad range of complexities, challenges and goals that my clients bring to the table."
Scot specializes in investment strategy and portfolio management.
Scot brings more than 20 years of experience in the investment management industry to the team. Before co-founding the firm, he was a vice president and portfolio manager for Bank of America’s Private Advisory Services, where he managed $400 million in investable assets for individuals. Scot graduated with a finance degree from the University of Illinois at Chicago with high honors, and he holds the Chartered Financial Analyst designation from the Association for Investment Management and Research. He is also a member of the Investment Analyst Society of Chicago.
In his free time, Scot enjoys skiing, traveling, scuba diving, movies and spending time with his family.