Job Description
As a Portfolio Analyst, I work with Agili’s Financial Strategists to implement, review and monitor client investment portfolios, including executing trades. In addition, I attend client meetings and calls to communicate strategic and tactical investment policy to clients. I also research and analyze potential investment opportunities for our Investment Policy Committee.
Education and Credentials
- Bachelor of Arts, Duke University
- Master of Management Studies, Duke University, The Fuqua School of Business
- Master of Science, James Madison University, Hart School of Hospitality, Sport and Recreation
Community Engagement
- Football Coach, Benedictine Middies
What is a career highlight for you?
Completing my higher education and being able to bring both educational and career experiences into daily-decision making. Completing a master’s degree at Duke’s Fuqua School of Business added to the knowledge that I use to best serve clients through my role at Agili.
Job Description
As a Portfolio Analyst, I work with Agili’s Financial Strategists to implement, review and monitor client investment portfolios, including executing trades. In addition, I attend client meetings and calls to communicate strategic and tactical investment policy to clients. I also research and analyze potential investment opportunities for our Investment Policy Committee.
Education and Credentials
- Bachelor of Arts, Duke University
- Master of Management Studies, Duke University, The Fuqua School of Business
- Master of Science, James Madison University, Hart School of Hospitality, Sport and Recreation
Community Engagement
- Football Coach, Benedictine Middies
What is a career highlight for you?
Completing my higher education and being able to bring both educational and career experiences into daily-decision making. Completing a master’s degree at Duke’s Fuqua School of Business added to the knowledge that I use to best serve clients through my role at Agili.
More About Scott
What excites me about my work is being able to help provide a service that helps individuals reach their life goals along with providing support on major financial decisions.
When I’m not wearing my Personal CFO hat I’m wearing my sports hat. I spend free time watching live sports and coaching youth football.
My favorite meal is chicken and waffles from Dame’s Chicken and Waffles in Durham, NC.
1806 Summit Avenue
Suite 100
Richmond, VA 23230
74 West Broad Street
Suite 320
Bethlehem, PA 18018