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Biography

Scott is a Partner in the Los Angeles office. Scott is an expert at helping individuals, families and non-profits define long-term growth objectives and manage future cash flow needs and commitments. A Chartered Financial Analyst with over 30 years of research experience, he also spends a lot of his time analyzing the equity positions in our client portfolios

Prior to joining Cerity Partners, Scott served as a Managing Director, Portfolio Manager, and Principal at Covington Capital Management. Before he joined Covington in 2014, he served as partner and senior analyst at Crowell Weedon & Company, and as portfolio manager at Engemann Asset Management.

A collector car enthusiast, Scott is perpetually tracking auction results and attending car shows.

Education

  • B.S. in Finance and Business Economics from the University of Southern California

Highlights

  • Chartered Financial Analyst (CFA)
  • Member of the Pasadena Tournament of Roses
  • Past Member of Board of Counselors for the USC McMorrow Neighborhood Academic Initiative
  • Member of the Investment and Financing Advisory Committee for the city of La Cañada Flintridge

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.