About Scott
Serving the Cincinnati area, Scott provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Scott works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
As a Portfolio Manager, Scott assists in the development of your personal investment policy guidelines. Scott helps make decisions about your asset allocation while matching investment opportunities to your objectives - all while balancing risk against performance. Scott has over 18 years of experience as a portfolio manager, equity analyst and equity strategist at a local investment boutique, Fifth Third Asset Management - now ClearArc Capital, and Fifth Third Private Bank. He has both studied and worked in Europe. Scott is a member of the CFA Society of Cincinnati and Fifth Third Private Bank’s Investment Strategy Team.
Education
Scott graduated from Xavier University magna cum laude in the Honors Program with a degree in French and a minor in Business.
Licenses & Professional Designations
- Chartered Financial Analyst
- Certified Financial Planner
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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