Employees

Michael Scott

MBA, CFA, Senior Portfolio Analyst

Michael Scott has obtained his Series 65 license as a Registered Investment Advisor Representative and holds an MBA from Florida Southern College.

Michael earned the Chartered Financial Analyst® (CFA®) designation in August of 2019. The CFA charter is the culmination of the CFA® Program which is governed by the CFA Institute and regarded as the gold standard for the investment industry (CFA Institute).

His current duties include conducting analysis and research for the investment committee, daily trading and maintenance of portfolios, and supervising the trading team.