Scott joined Kaplan Financial in 2016. His responsibilities have spanned trading, operations, and client relations roles. Working closely with the Investment Management Committee, Scott supports our fixed-income, equity trading, and research platforms—delivering exceptional client service across a broad range of account maintenance and project management duties.
Scott holds a B.A. in Economics from Boston College, and is Series 7 and 66 registered through LPL Financial. He and his wife reside in Hingham, along with their three children.
Scott was most recently a Financial Solutions Advisor at Bank of America/Merrill Lynch, working closely with individuals and families to offer personalized financial advice and ongoing relationship management.
Prior to joining Bank of America/Merrill Lynch, Scott was a Performance Manager and Sr. Performance Analyst at Columbia Management, where he was involved in the analyzing and reporting of Columbia Funds.
