Founding Principal  

Scott is the Director of Marketing and serves as a member of the Executive Committee and the Investment Committee. 

He was most recently the Director of Sales at OFFIT Investment Group (formerly OFFITBANK) where he headed OFFITBANK’s national sales, marketing and client development effort.  Concurrently, Scott was a Director of Consultant Relations with Evergreen Investment Company with responsibilities for marketing Evergreen Investments’ range of institutional investment products. 

Previously, Scott was a Senior Portfolio Manager at OFFITBANK from 1991 through 2000 for institutional clients with responsibilities for global and domestic fixed income portfolio management.  Scott was a member of OFFITBANK’s Investment Management Committee. Between 1987 and 1991, Scott was with both L.F. Rothschild and Franklin Resources, Inc. (by acquisition) with portfolio management responsibilities for high grade fixed income portfolios.  He joined Merrill Lynch in 1982 as part of a successful high net worth and institutional sales team. 

Scott received his BA in Economics from Hobart College and is a CFA charterholder.