Overview
Scott is the Operations & Reporting Manager of Choate Wealth Operations & Technology. He focuses on the planning and implementation of strategic initiatives and firm processes designed to enhance the overall client experience. Scott works closely with trust advisors, portfolio managers, custodians, and back office personnel to ensure the day-to-day operations are completed with the best possible service. Prior to Choate, Scott served as Vice-President of the Client Advisor & Services team at SCS Financial.
Scott has a BA from the University of Maryland and MBA from Boston College.
- Boston College, MBA
- University of Maryland, BA