2 months ago
Fiduciary Update | February 2023
In this edition of our quarterly Fiduciary Update, CAPTRUST Financial...
Principal,
Financial Advisor
CAPTRUST welcomed Scott to our team in 2021. He has over 30 years of professional experience providing business and investment planning to corporate retirement plans, foundations, and high-net-worth individuals. Scott aims to enrich lives through sound investment advice. He helps clients reach their financial goals with disciplined strategies and unwavering commitment to service.
Scott joined our team from Pacific Investment Consultants—an independent advisory firm—where he was founder, partner, a senior wealth advisor, and a member of the Retirement Plan Advisory Program. Prior to Pacific Investment Consultants, Scott was a senior financial advisor at London Pacific. He began his career as a senior accountant at Hanson Kushner and Company.
He earned his certified public accountant designation after graduating with a Bachelor of Arts degree in business economics with an emphasis in accounting from the University of California, Santa Barbara. He holds the designation of Accredited Investment Fiduciary (AIF®) and is part of a prestigious network of professionals dedicated to advancing fiduciary responsibilities.
Away from the office, Scott enjoys spending time with his wife, Yvette, and their children, Chase, and Ella. Scott also squeezes in a round of golf whenever possible. He is passionate about community service and is a member of the Sutter Medical Foundation Board of Trustees.
2 months ago
In this edition of our quarterly Fiduciary Update, CAPTRUST Financial...
2 months ago
A year ago, markets were coming off one of the...
2 months ago
In this edition of Investment Strategy, Sam Kirby of...
3 months ago
In this video, get to know Things That Matter author...