Analyst, Client Advisory

Scott Freeman

In his role as an Analyst of Client Advisory, Scott assists in curating client portfolios as well as conducting research on investments and macroeconomic trends.

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 in Cincinnati, Ohio. Scott has passed Level I of the CFA exam, and plans on pursuing Level II next June.

Scott graduated from Ohio University with a Bachelor of Specialized Studies, with a concentration in Finance, Data Analytics and East Asian Studies. At Ohio University, he was a member of both the University’s Equity and Derivatives Investment Groups.

What are you passionate about personally?
Traveling; experiencing and seeing different parts of the world puts day-to-day life into perspective
What do you love to do outside of work?
I enjoy coding and learning how to utilize technology to make life simpler
What do you enjoy most about wealth management?
The parallel of actively working with clients and conducting intellectually engaging market and portfolio analysis