Investment & Planning

Scott grew up with a passion for numbers, which began early in life with his vast baseball card collection. Today, he focuses his financial and statistical acumen on running Westmount’s Family Office services. In this role, he advises the firm’s largest and most complex clients, helping them navigate issues such as selling a business, real estate transitions, concentrated stock, legacy wealth transfers, and family governance.

Scott is also a member of Westmount’s Investment Committee, where he plays a vital role in shaping the firm’s overall investment strategy, diligently monitors existing investments, and uncovers new opportunities.

Scott earned a Bachelor of Science degree from the University of Southern California, majoring in business administration and corporate finance. He still owns his baseball card collection, awaiting interest from his kids or a resurgence in demand for Jose Canseco, whichever comes first.

INSIGHTS FROM SCOTT