“While I truly enjoy everything about what I do daily, from speaking with outside managers, to researching new strategies, or working on our asset allocation models, my role carries a greater weight than some might realize. Growing up, I experienced firsthand the impact of poor financial planning and decisions. I never wanted my family to deal with the pressures and worries which went along with those issues and have worked hard every day since to make sure they wouldn’t have to. Now, I can help ensure others are on the right path to secure a comfortable future for themselves and their families.”
Scott joined TFC Financial Management in 2023. As Director of Investment Research, Scott is responsible for research and analyzing third party managers across all asset classes, portfolio and asset allocation analysis, and macroeconomic and market research.
Prior to joining TFC, Scott was a Managing Director and Senior Investment Analyst for CIBC Private Wealth Management. In this role, he was responsible for investment manager due diligence and selection within the firm’s Multi-Manager Investment Platform – Traditional, totaling over $12 billion. Scott conducted research on investment managers in a variety of asset classes including domestic and international equities, fixed income, and alternatives. Prior to these roles, he was a Director and Senior Investment Analyst at John Hancock Financial Services. While at John Hancock, Scott was responsible for the selection, monitoring and research of asset managers and strategies utilized by the various investment platforms and funds of funds.
Scott received a Bachelor of Arts in Mathematics from Hartwick College. He earned the Chartered Financial Analyst designation in 2003 and the Chartered Alternative Investment Analyst Designation in 2011.
Scott lives in Foxboro, MA with his wife, two children and dog. Once the weather turns for the better, you can often find him on the lacrosse field rooting for his favorite player or spending time with his family at the beach in Cape Cod.
