For over 35 years, Scott has served individuals, businesses, trusts, and foundations with personalized, independent advice. He values independent thinking and careful analysis, creating customized strategies for each client rather than chasing short-term trends or using one-size-fits-all solutions. Above all, Scott believes in deep, long-term client relationships built on trust and consistency.
Early in his career, Scott specialized in tax-exempt municipal bonds and restricted stock sales for public company executives. He also brings extensive experience in retirement, legacy, and college planning to help clients purse their long-term goals.
Outside of work, Scott enjoys baking, travel, and tinkering with electronics, and lives in New York City with his wife, Valerie. Their family includes two sons and a mischievous rabbit.