Experience, intellectual capital and comprehensive wealth planning strategies and solutions for your life and legacy
With more than 40 years of investment experience, I enjoy advising my clients on the intricate details of their wealth, building a customized portfolio to help them achieve their goals, while educating them about the markets. My experience is supported by a diverse background in ca
pital markets, with an emphasis on equities, currencies, interest rates, and fixed income derivatives. I spent three years as a Global Macro Portfolio Manager for the Millennium Partners Hedge Fund and worked at J.P. Morgan for 13 years, playing an instrumental role in starting four businesses for the firm. I’ve managed money for UHNW clients , traded for JPMorgan’s proprietary capital account, served as Product Manager of the Latin American Local Markets group, and the Emerging Markets Fixed Income Division . I became a Financial Advisor in 2018 to work more closely with individual investors and share my knowledge, a point of differentiation that I offer my clients and colleagues. My experience as a portfolio manager and analyst offers a unique perspective on active money management and underscores my ability to provide insights in the ongoing oversight of my clients’ portfolios. With an emphasis on the LGBTQ community, I find it very satisfying to help my clients achieve their specific goals. At The Stonewall Group, we believe in our clients and have actively supported various philanthropic efforts that celebrate the causes and issues important to them and to us. These include DAP Health (formerly the Desert AIDS Project), the LGBTQ Center and Sanctuary. We are proud of the premium level of care we deliver and welcome the opportunity to provide this same level of excellence to you. To learn more about our practice, please call me (760) 779-8408 or visit our website at https://advisor.morganstanley.com/scott.discount
NMLS #: 1760551