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Director of Operations
Scott brings over 20 years of experience in financial services, having worked for firms such as State Street, Bank of America, and Citizens Private Bank. His expertise lies in financial services and client reporting within operations. Before joining us, Scott spent 10 years as a Senior Operations Analyst at Aurora Financial Advisors. Following their merger with The Colony Group, he transitioned to the role of Operations Manager, concentrating on custodian relations and integrations.
Originally from Connecticut, Scott graduated from New England College in Henniker, NH – “the only Henniker on earth.” During his time there, he was actively involved in extracurriculars, serving as Captain of the Men’s Soccer Team, VP of student development for the student senate, President of his fraternity, and a volunteer at the VA hospital. Outside of work, Scott enjoys an active lifestyle, including skiing and participating in Triathlons; he even completed the Ironman Lake Placid in 2017. Scott resides in Acton with his wife, Amanda, and their children, Ethan and Hannah.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Twelve Points Wealth is engaged, or continues to be engaged, to provide investment advisory services.
Damon Mill Square
9 Pond Lane Suite 3A
Concord, Massachusetts
01742 United States
| Phone: | 978-318-9500 |
| Fax: | 978-318-9505 |
| Email: | info@twelvepoints.com |