Scott has over 20 years of experience within the financial services industry. He joined Newton One in 2003 and serves as the firm’s Chief Investment Officer and Chief Compliance Officer. Scott is responsible for the asset allocation, investment policy and performance monitoring of the Newton One’s private wealth clients. In addition, he serves in a consultative capacity for the firm’s retirement plan clients, providing advice to investment committees and plan trustees. Prior to joining Newton One, Scott served in various capacities for Philadelphia International Advisors, LP, Glenmede Trust Company, The Vanguard Group of Investors, and SEI Investments.
Scott earned his Bachelor’s degree in Accounting from Bloomsburg University and a Masters of Business Administration from Temple University. He is a CFA® charterholder, CERTIFIED FINANCIAL PLANNER™ practitioner, and Certified Investment Management Analyst® professional. Moreover, Scott holds FINRA Series 7, 24 and 66 licenses. He is a member of the CFA Institute, the CFA Society of Philadelphia and the Investment Management Consultants Association.