Scott has been with the firm and its predecessors since 2013 and has 30 years of experience in the financial services industry. For most of those 30 years, he was a Managing Principal at Alpha Capital Research (ACR), a Multi-Family Office investment advisory firm. At ACR, Scott co-managed a fund of hedge funds from 1998 to 2019, where he concentrated on manager research, asset allocation, and portfolio construction. Scott currently focuses his time at Wealthspire on building client relationships and working with investment teams to deliver objective and unbiased financial planning advice.
Scott also serves as Chair of the Board of Trustees Investment Committee at The Charles E. Smith Life Communities, where he oversees an endowment of approximately $200 million.
A native Washingtonian, Scott resides in Rockville, Maryland with his wife, Amy, and his 3 grown children. In his free time, Scott enjoys golf, reading, and traveling.
Previous Experience
- Managing Partner at Alpha Capital Research
- Director/Chair of Alternative Investments Committee at Highline Wealth Management
Education & Credentials
- BA, University of Vermont, International Politics and Economics
- MBA, George Washington University, Finance
- Series 65 license
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
