Designations and Licenses

Scott holds the Chartered Financial Analyst® designation.

Experience and Education

Scott is responsible for the oversight and management of client relationships, striving to exceed client expectations by delivering excellent service through developing investment policy guidelines, optimizing investment portfolios, selecting investment managers, presenting performance-monitoring reports and conducting trustee education on a wide range of investment topics. He also helps to ensure clients receive accurate documentation and reports on their timeline, maintaining current knowledge of each client’s manager lineup and general market issues. Scott acts as the primary point of contact in relation to all servicing issues related to the client and is required to be proactive in communication regarding portfolios, firm and Plan issues as they arise. Scott may leverage Mariner’s colleagues as required in order to meet the clients’ varying needs.

Prior to joining Mariner, Scott was a managing director at Cardinal Investment Advisors. Before that, he was a bank examiner at the Federal Reserve Bank of St. Louis.

Scott holds a BSBA from the University of Missouri – St. Louis.

Personal Interests

Away from the office, Scott enjoys spending time with his family and golfing. He also is involved with Big Brothers Big Sisters of St. Louis and the Alan Green 4 Chesed Fund.