Senior Portfolio Manager
7275 Glen Forest Drive, Suite 206,
Richmond, Virginia 23226
Scott has over 40 years of investment experience primarily in portfolio management for high-net-worth individuals, foundations, and endowments. He believes ongoing communication with clients is vital to meet objectives over a lifetime of fluctuating market conditions and life changes. He approaches portfolio management with an astute assessment of risk tolerance and a careful eye on tax efficiency.
Scott started his career in the trust area of a regional bank and subsequently served as a portfolio manager for the investment management subsidiaries of a regional investment firm, a regional bank and a privately-owned investment firm. Prior to joining Dakota Wealth, Scott was a senior portfolio manager at Pineno Levin & Ford Asset Management, which was acquired by Dakota Wealth Management in January 2022.
Scott received a BS in Mathematics from The Citadel and an MBA from George Washington University. He served in the U.S. Army attaining the rank of Captain. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute.