Scott is a registered Portfolio Manager and brings an extensive range of asset management and financial planning experience to RowanOak Private Wealth Counsel that has been acquired in his 20 year career in the financial industry. At RowanOak, he works closely with the Chairman of the Investment Committee to oversee the investment management and security selection in clients accounts.
Prior to joining RowanOak, he was Vice-President, Portfolio Manager and Chief Compliance Officer at a boutique portfolio management firm that offered wholistic wealth management, financial planning and investment management services to high net worth families. He was involved in most areas of the firm, including investment management, trading, operations, compliance and regulatory supervision.
Scott started his career as an assistant to a commodity broker and gained unique experience from hedging agricultural commodity futures for southern Ontario farmers. He then moved to a Toronto firm that was the first independent supplier of separately managed accounts in Canada. As part of the operations and client servicing team, he gained valuable insight into the growing space of multi-manager SMAs (Separately Managed Accounts) for independent advisors.
He subsequently joined a private family office and investment counseling firm startup where he assumed a wide variety of responsibilities in helping to grow the firm. He worked closely with the firm’s founders and gained a wide range of experience with alternative investments, US-style portfolio management solutions, and the multi-family office model.
Outside of work, Scott enjoys home renovation, travelling and spending time with friends and family.