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Scott A. Wertheim, AIF®, CEBSSenior Vice President, Financial Advisor

  • 1980 South Easton Road
    Suite 210
    Doylestown, PA 18901
  • 215.348.8811
  • LinkedIn

Scott joined CAPTRUST in 2007 as a senior vice president, 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

  • Certified Employee Benefit Specialist (CEBS)
  • Accredited Investment Fiduciary (AIF®)

AWARDS AND RECOGNITION

  • 2018 Financial Times 401 Top Retirement Plan Advisor
  • 2017 Financial Times 401 Top Retirement Plan Advisor

Personal Profile

Hometown:
Livingston, NJ
Favorite Book or Movie:
The Lords of Discipline and The Godfather
Ideal Dinner Guest:
Benjamin Franklin, Harry Truman, and Nelson Mandela
Words to Live By:
The human race has only one effective weapon, and that is laughter.
Qualities I Admire in People:
Integrity, humility, and a sense of humor