Together we can help you achieve the growth you envision.
Scott focuses on identifying top RIA firms on the West Coast who are interested in joining the Focus network and helping our partner firms in their organic and inorganic growth efforts.
Prior to Focus, Scott was Head of Product & Business Development at The Mutual Fund Store where he was responsible for the firm’s service offering, content and communication strategy and delivery and it’s partner and acquisition efforts. Previous to TMFS, Scott was President & CEO of Smart401k.com (acquired by TMFS) an online financial advisor focused on providing advice and retirement planning services to more than 25,000 defined contribution participants.
Earlier in his career, Scott worked for Summit Partners, where he focused on growth equity investments in leading financial services companies, and TD Securities where he was a member of the Telecom M&A team.
Scott received his BS in Finance, with Distinction, from the Pennsylvania State University. He lives with his wife and daughter in San Francisco and enjoys traveling, snowboarding and volunteering during his spare time.