Scot joined UBS in 2009, and as a founding partner of The Market Edge Wealth Management Group, he is responsible for maintaining client relationships and portfolio management duties. Previous to his role at UBS, Scot spent seven years at Smith Barney in Ann Arbor. While at Smith Barney, Scot was a Senior Portfolio Manager and Financial Advisor. Previous to Smith Barney, Scot spent seven years at Merrill Lynch.
Scot has both his Bachelor of Arts and Masters in Business Administration in Finance from Wayne State University. Scot earned the prestigious Chartered Financial Planner (CFP®) designation in 2007 which attests to his dedication to enhancing his knowledge in wealth planning strategies to better serve his clients. Scot also specializes in global portfolio management including the "Market Edge" investment suite. Scot has three grown sons, a grandson, and resides in Pinckney with his wife of 28 years.
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