Scott Boulton, AIF®
Managing Director
"Scott services institutional clients by providing counsel and guidance on fund menu design, manager selection, vendor due diligence, investment policy statements and performance monitoring.
Scott joined the firm in 2014. Prior to joining the firm, Scott was an Investment Consultant at T. Rowe Price. He received a BSBA from the University of Northern Colorado and earned the Accredited Investment Fiduciary (AIF®) designation from the Center for Fiduciary Studies. Scott serves as a Board Member for Mental Health Connecticut, Inc., a nonprofit advocating for improved, expanded and accessible mental health services. "
Scott joined the firm in 2014. Prior to joining the firm, Scott was an Investment Consultant at T. Rowe Price. He received a BSBA from the University of Northern Colorado and earned the Accredited Investment Fiduciary (AIF®) designation from the Center for Fiduciary Studies. Scott serves as a Board Member for Mental Health Connecticut, Inc., a nonprofit advocating for improved, expanded and accessible mental health services. "
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
