Scott is a Senior Operations Associate at The Colony Group, providing operational support and client service as part of the firm’s Investment Services. He works on maintaining client portfolios, establishing new accounts, transferring assets, processing trades, and administering various other client service requests.
He served as a Senior Operations Analyst at Aurora Financial Advisors prior to merging with The Colony Group in early 2019. Previously, Scott was a Business Analyst at Citizens Private Bank.
Scott earned a Bachelor of Arts in Finance from New England College. He enjoys spending time with family, snowboarding, and competing in triathlons. In 2017 he finished the longest-running Ironman triathlon in North American – Lake Placid Ironman.