Investment & Planning

Scott grew up with a passion for numbers, which began early in life with his vast baseball card collection. At Westmount, he has focused his financial and statistical acumen on advising high-net-worth families on financial planning, asset allocation, and tax strategies. Scott brings nearly 15 years of experience to the firm’s investment committee where, among other things, he monitors existing investments and uncovers new opportunities. Prior to joining Westmount, he worked at Camden Capital where he led their market research and manager due diligence.

Scott earned a BS from the University of Southern California’s Marshall School of Business, majoring in business administration and corporate finance.

Outside of work, Scott enjoys spending time with his family, reading voraciously, and golfing (poorly).  Scott has earned the right to use the Certificate in Investment Performance Measurement™ designation from the CFA Institute.