Senior Investment Analyst
Scott is a Senior Investment Analyst at AJ Wealth. In this role he supports the CIO and Portfolio Managers in conducting macro research, investment due diligence, and overall asset allocation and portfolio management decisions. Prior to joining the firm, Scott was an Associate on the Investment Research team at Crestone Capital, a Colorado-based wealth management firm. Scott graduated from Ohio University with a bachelor's degree in Finance & East Asian Studies and holds the FINRA Series 7 and 65 registration.