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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Vice President–Wealth Management
Financial Advisor
Scott joined UBS in 2023. Previous to UBS, Scott worked at Morgan Stanley since 2015. He earned his Bachelor’s degree in Business from Rutgers University in New Brunswick, New Jersey. He then started his professional career working for Madison Square Garden in New York City focusing on corporate relationships with the Knicks and Rangers. Family brought Scott back to Colorado where he was raised in 2013, at which point he began his career in the financial services sector, working for U.S. Bank in the private and commercial banking divisions.
Scott has almost 10 years in the financial services industry. He is a Vice President of Wealth Management. His responsibilities include building holistic relationships with his executive clients, many of whom work for Future 100 companies. Scott focuses his efforts working with executives as they encounter the various challenges and initiatives unique to their families. He also is responsible for the liability planning for the team’s clients and assists with the day-to-day management of client portfolios.
During his time at Rutgers, Scott played Division I baseball his freshman year until shoulder injuries derailed his collegiate career. He now lives in Aurora with his wife and their three children. When not working, Scott can typically be found at one of his children’s activities or on a golf course or ski slope.
Vice President–Wealth Management
Financial Advisor
Scott joined UBS in 2023. Previous to UBS, Scott worked at Morgan Stanley since 2015. He earned his Bachelor’s degree in Business from Rutgers University in New Brunswick, New Jersey. He then started his professional career working for Madison Square Garden in New York City focusing on corporate relationships with the Knicks and Rangers. Family brought Scott back to Colorado where he was raised in 2013, at which point he began his career in the financial services sector, working for U.S. Bank in the private and commercial banking divisions.
Scott has almost 10 years in the financial services industry. He is a Vice President of Wealth Management. His responsibilities include building holistic relationships with his executive clients, many of whom work for Future 100 companies. Scott focuses his efforts working with executives as they encounter the various challenges and initiatives unique to their families. He also is responsible for the liability planning for the team’s clients and assists with the day-to-day management of client portfolios.
During his time at Rutgers, Scott played Division I baseball his freshman year until shoulder injuries derailed his collegiate career. He now lives in Aurora with his wife and their three children. When not working, Scott can typically be found at one of his children’s activities or on a golf course or ski slope.
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Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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