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Scott is a Principal based in the San Francisco office. He manages the San Francisco client service team, oversees trade execution, serves as liaison to custodians like Charles Schwab and Fidelity, and assists Principals and Senior Associates in servicing a select group of clients with complex financial situations. With his broad range of both client and managerial experience, Scott understands that providing superior client service means combining exceptional procedural execution with the ability to build personal relationships.

Before joining Cerity Partners, Scott worked as a Client Service Manager at B|O|S, where he managed personnel and maintained many of the firm’s policies and procedures. Prior to joining B|O|S, he was a Regional Manager of Operations at EP Wealth Advisors and a Junior Partner/Client Relationship Manager at Private Capital Management Associates, where in addition to client service, he handled a broad range of responsibilities including reporting, billing, compliance, office management, and vendor relations.

Scott earned his Bachelor of Science in Economics from the University of California, Los Angeles. He holds the Financial Paraplanner Qualified Professional (FPQP) designation.

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