Employees

Michael Scott | MBA, CFA

Senior Portfolio Analyst

Meet Michael Scott. And yes, he has seen The Office.

Not only is Michael a senior portfolio analyst, but he’s also a Florida native, an aspiring runner, and a diehard Miami Hurricanes fan… and he absolutely hates cold weather.

Since joining CPS in 2014, Michael has made it his mission to help individuals and families take control of their financial future through wise investing and financial planning. Michael’s curiosity and passion for the financial markets began in the Great Recession of 2009 as he watched his Central Florida community and nation grapple with the severity of the moment. This budding interest in financial markets, business strategy, and the connection to everyday Americans culminated in a career in financial services at CPS.

Michael earned the Chartered Financial Analyst® (CFA®) designation in 2019 joining a global community of 165,000 investment management professionals dedicated to upholding the highest professional standards, cultivating strong and fair investment markets, and putting investors first. Michael graduated from Florida Southern College in Lakeland first in 2014 with a degree in Business Administration and for a second time in 2015 with an MBA.