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Scott A. Wertheim, AIF®, CEBS

Scott A. Wertheim, AIF®, CEBS

Principal,
Financial Advisor

  • Livingston, NJ
  • The Lords of Discipline | The Godfather
  • Benjamin Franklin, Harry Truman, and Nelson Mandela
  • The human race has only one effective weapon, and that is laughter.
  • Integrity, humility, and a sense of humor

Financial Advisors

Scott Wertheim is an institutional retirement plan advisor based in Doylestown, PA.

Scott joined CAPTRUST in 2007 as a senior vice president and financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, Scott served as vice president at Wall Street Access and as a marketing associate at Retirement System Group. Scott has worked in the industry since 1994.

Education

  • Bachelor of Science degree from Union College

Industry Designations

  • Accredited Investment Fiduciary®
  • Certified Employee Benefit Specialist

Awards & Recognition

  • Financial Times 401 Top Retirement Plan Advisor | 2017, 2018, and 2019
  • Barron’s Top Institutional Consultants | 2021 and 2022 (Team Doylestown)
  • NAPA Top DC Advisor Teams | 2019, 2020, and 2021 (CAPTRUST Doylestown)
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