Experience 24 Years
Scott is a wealth advisor in GW&K’s private client group responsible for building relationships with new clients, helping clients build portfolios to meet specific investment objectives, and providing ongoing service. With over 20 years of experience in wealth management, Scott has a true appreciation for getting to know each client, understanding their needs, and helping them to achieve their life-long goals.
Prior to joining GW&K, Scott served as a portfolio manager for BNY Mellon Wealth Management. He worked with high-net-worth clients on areas including investment management, estate and tax planning, trust management, and philanthropic pursuits. Early in his career Scott worked at State Street Corporation and Primark Corporation, a Thomson Financial Company.
Scott received his BS in International Business from Georgetown University and earned his MBA from the University of Pittsburgh. Scott holds the Series 65 License with FINRA.
I love sports and enjoy skiing and playing lacrosse and golf. I also enjoy coaching my children’s sports teams and playing tennis with my wife.
Year-end is an excellent time to review your estate and financial plan. GW&K’s Wealth Strategist, Melissa Jacoby, shares year-end planning ideas that may offer meaningful tax-savings opportunities in her updated guide.Read Article