Executive Vice President, Head of Strategic Relationships
Scott is the Head of Strategic Relationships and a member of the Management Committee. He directs strategic marketing, branding, and positioning in the marketplace for new and existing products and servicing standards. He also coordinates client relationship management and support.
Scott was a co-founder and a Managing Principal of Samson Capital Advisors LLC. Samson was a privately-owned investment management firm that was founded in 2004 by senior investment professionals from OFFITBANK, Goldman Sachs, and JPMorgan. Prior to its acquisition by Fiera Capital, Samson managed over $7 billion in assets in customized fixed income for affluent families and their foundations, endowments and corporations. He was Samson’s Director of Marketing and served as a member of the Management Committee and the Investment Committee. Scott was responsible for business development, all aspects of marketing and brand management, and advisor and client relations.
Prior to Samson, he was the Director of Sales at OFFIT Investment Group (formerly OFFITBANK) where he headed OFFITBANK’s national sales, marketing and client development effort. Concurrently, Scott was a Director of Consultant Relations with Evergreen Investment Company with responsibilities for marketing Evergreen Investments’ range of institutional investment products.
Previously, Scott was a Senior Portfolio Manager at OFFITBANK from 1991 through 2000 for institutional clients with responsibilities for global and domestic fixed income portfolio management. Scott was a member of OFFITBANK’s Investment Management Committee. Between 1987 and 1991, Scott was with both L.F. Rothschild and Franklin Resources, Inc. (by acquisition) with portfolio management responsibilities for high grade fixed income portfolios. He joined Merrill Lynch in 1982 as part of a successful high net worth and institutional sales team.
Scott is a member of the Board of Trustees of the American Jewish Historical Society, where he also serves as a member of the Investment Committee.
Scott received his BA in Economics from Hobart College and is a CFA charterholder.