Scott is an experienced financial professional with a demonstrated history of success in helping clients across the wealth spectrum define and attain their financial goals and objectives. Specifically, Scott specializes in investment management and in over two decades of doing so, has evolved into a very client-focused asset manager with broad expertise in asset allocation, equity and fixed income strategies, alternative investments, options trading, and planning. At PWM Advisors, Scott works alongside a team of specialists that share his client-centric focus and deep-rooted value in developing strong, long-lasting relationships. Scott also works very closely with his clients' external partners, such as their CPAs and Attorneys, to orchestrate a cohesive execution in the attempt to minimize shortfalls of success throughout the life of his clients' financial plans.
Prior to creating PWM Advisors, Scott was a Senior Vice President at Bank of America Private Bank (formerly U.S. Trust) in Princeton, NJ managing investment portfolios for the bank's high net worth individuals and families since 1998. Prior to that, Scott worked in the ship brokerage industry where he was responsible for contract negotiations between ship owners and charterers for the shipment of dry bulk commodities worldwide.
Scott holds a Bachelor of Science degree in Finance from Boston College. Scott is an avid lover of music and food and enjoys the outdoors. He currently resides in Bucks County, PA with his wife and daughter.