Brett Scott Email & Phone Number

Charlotte, Nc, Us

New York, New York, Us

* Manage customized, discretionary portfolios for non-profit entities as a full service OCIO provider.* Facilitate conversations with investment committees & boards around portfolio construction, manager selection, and the portfolio’s performance in context of the macroeconomic environment and appropriate benchmarks.* Meet with investment managers to perform due diligence and determine fit within institutional client portfolios.* Oversee transition management to ensure smooth onboarding and proper implementation into new allocations & strategies.* Proactively engage clients with timely thought leadership, new solutions, and other relevant updates.* Drive business growth through organic relationship deepening and winning Request for Proposal (RFP) searches.* Connecting with clients where they are - traveling as needed to meet in person with institutions nationally.

New York, New York, Us

• Assist portfolio managers in delivering OCIO services to endowments, foundations, charities, and other non-profit entities.• Fulfill operational duties including trading & rebalancing, compliance monitoring, and client presentation reviews.• Perform market and solution research, portfolio construction analysis, and present on findings to clients and internal teams.• Collaborate on the completion of RFP materials for prospective & current clients.• Design and implement procedures for client service, manager research, and other ad-hoc projects alongside management.• Develop investment memos on portfolio recommendations and market environment positioning.• Mentor and empower junior associates within the team, analyst program, and firm as a whole.

New York, New York, Us

• Completed a rotational program with four roles – relationship management, trust & estate planning, ultra-high net worth investments, and institutional portfolio management.• Summarized Chief Investment Office calls and reports, researched fund managers, presented investment analysis directly to clients and prospects, and maintained compliance needs for portfolio managers.• Executed banking and disbursement transactions to facilitate liquidity needs for clients.• Directed projects designed to streamline workflow, break down internal silos, and provide feedback on the operating processes for each group. These were presented to internal teams and executives.• Upon graduation from the program, served as a Wealth Management Associate and continued to guide the program direction with feedback and mentorship. • Joined the bank early in May 2020 to help assist with PPP loan processing, and additionally supported the bank during the second round of emergency lending in January 2021.

New York, New York, Us

New York, New York, Us

• Immersed myself in a mini-rotational program, rotating through segments in relationship management, trust, and investments while participating in program wide leadership calls and projects.• Delivered multiple presentations to leadership demonstrating an understanding of the bank’s value pitch and opportunity set.

Elon, Nc, Us

- In a leadership role within the Admissions office, coordinated the interview, training, and continued education process for all University Guides.- Led and hosted seminars during admission events, primarily within the Martha and Spencer Love School of Business

Elon, Nc, Us

- Facilitated the campus tour & admission event experience for prospective students and families

Elon, Nc, Us

Took an executive role in overseeing the club's three functions: - Make microcredit loans through Kiva - Pursue a capstone project with legitimate impact - Engage in service opportunities in the communityManaged over 300% growth in active membershipEnsured productivity, value added to the world and the Elon community

Elon, Nc, Us

- Awarded one of seven fellows merit scholarships from 312 qualified applicants.- Engaged in cohort classes/experiences, which included serving as the portfolio manager on a portion of the endowment.- Participated in an immersive study abroad program in the United Arab Emirates in Dubai and Abu Dhabi.

New York, Ny, Us

• Created a compliance oversight program for Transfer Agency (SEC) regulatory requirements.• Engaged with fellow Summer Analysts in a cross-functional project competition on employee resource integration, which we eventually presented to an executive steering committee as finalists.

New Tripoli, Pa, Us

Bensalem, Pennsylvania, Us