Goal-directed planning
Portfolio construction
Investment product development
Scott began his career with SEI Private Wealth Management in 2014 as a financial planning analyst, honing the skills required to support clients in a wide range of planning competencies. He assists in development of new products, tools, and solutions by bringing client needs to the forefront of investment discussions.
Scott is a Chartered Financial Analyst (CFA) and graduated with a Bachelor of Science in Finance & Accounting from Lehigh University. He holds a FINRA Series 65 license.