Scott leads the client service, client solutions, client operations, and portfolio trading and implementation teams.
Scott is responsible for the development and execution of CAPTRUST’s client offerings and services. He also serves on the firm’s executive and operating committees, leads its Skunkworks efforts, and is co-founder of its Inclusion and Diversity Council.
He has worked in the industry since 1999. Before joining CAPTRUST in 2007, he served as an institutional salesperson on a fixed income trading desk for Citigroup’s Global Investment Bank. He is a Certified Public Accountant and Chartered Financial Analyst with an MBA from Kenan-Flagler Business School at UNC-Chapel Hill.
Education
- Bachelor of Science degree in finance from Appalachian State University
- Master of Business Administration degree from Kenan-Flagler Business School at The University of North Carolina at Chapel Hill
Industry Designations
- Chartered Financial Analyst®
- Certified Public Accountant
Industry Involvement
- Board Member, Strategic Advisory Board of the CFA Society of North Carolina Member
- Member, ASPPA
- Member, NAPA
- Retirement Savings Think Tank
- Member, RIA/BD Advisory Board, NAPA
- Former chairman, communications, Government Affairs Committee, NAPA
- Former vice-chair, Government Affairs Committee, NAPA
- Former chairman, Government Affairs Committee, NAPA
- Former member, Executive Government Affairs Committee, American Retirement Association