Senior Portfolio Manager | Northern Colorado
Scott is responsible for building and managing new and existing investment management client relationships. Scott specializes in creating durable, diversified, globally invested portfolios that allow clients to responsibly grow and protect their financial assets.
Prior to working at First Western Trust Scott worked at Charles Schwab for 24 years, the last 5 as a VP Relationship Manager in the Schwab Boulder Branch. Prior to the branch position, Scott advised clients as a Portfolio Manager in Schwab Private Client.
Getting to Know Scott
What do you like most about your job?
I really love the financial markets and especially enjoy educating clients on the markets.
What person, living or deceased would you most like to meet?
What is your idea of perfect happiness?
On a warm beach with my family.
• Bachelor of Science in Financial Management from Clemson University, South Carolina
• Certified Financial Planner (CFP) designation