Scott is a Wealth Advisor with Arete Wealth Management. In this capacity, Scott works closely with clients and other wealth advisors to provide the operational, asset allocation and trading support needed to provide a very high level of service to our clients.
Prior to joining Arete and Wealth Navigation Advisors, Scott was a Vice President at Goldman Sachs & Co. where he worked in Private Wealth Management Operations for nine years. During his time with Goldman Sachs & Co., Scott partnered with all areas of the firm to deliver trading, banking, lending and wealth management services to clients. Scott developed and functionally organized teams to manage the firm’s exposure to risk, optimized service and process quality and ensured adherence with industry rules and regulations. Scott has extensive knowledge in asset allocation, trading, risk management, functional analysis, anti-fraud controls, process re-engineering and identifying creative client solutions.
Scott earned a Bachelor of Arts degree in Economics from the University of Utah and currently holds his series 7, 63 and 65 securities licenses.
Scott lives in Kaysville, Utah, with his wife Nicole and their four children.