Associate, Investment Research
As an Associate of Investment Research, Scott contributes to investment manager due diligence, monitors and performs analytical work on client portfolios, and sources and maintains relationships with select fund managers and institutional investment professionals.
Prior to joining Crestone in 2019, Scott was a Fixed Income (S&T) Summer Analyst at Jefferies in New York, New York. Before Jefferies, Scott interned with Grove Park Capital, a boutique private equity firm located in Cincinnati, Ohio.
Scott received his Bachelor of Specialized Studies, with a concentration in Finance, Data Analytics and East Asian Studies, from Ohio University. He was a member of Ohio University’s Equity and Derivatives Investment Groups.
Scott has earned CFA® Level I and is a CFA® Level II candidate.