Scott Dow, Cfa Email & Phone Number

New York, New York, United States

Circle Wealth Management is an independent financial advisory firm with offices in New York City and Summit, New Jersey. CWM provides customized investment management and wealth advisory services to ultra-high net worth families.Core responsibilities include performing asset class and investment due diligence, as well as assisting in client IPSs and portfolio construction.

Dallas, Texas, United States

Manage an institutional sized portfolio including all the day to day activities to evaluate and monitor investments in connection with a diversified, multi-asset portfolioDue diligence equity, fixed income, real estate and alternative investments, and present to the Investment Committee on opportunities that meet the risk and return parameters of the Investment Policy StatementEnhance the reporting and operations for the portfolio, including onboarding a CRM tool to track the investment pipeline and implement an upgraded system for investment benchmarkingConduct Monte Carlo simulations to provide a range of projections for expected portfolio performance based on the risk tolerance and liquidity needs of the family in both the near-term and long-term market conditionsAttend family office conferences and network with other asset allocators to ensure a broad coverage of the investable universe and continued learning about evolving opportunities

Greater New York City Area

Maintained and optimized an institutional-sized liquid assets program including leading all aspects of due diligence on existing and prospective opportunities across asset classesOversaw the development and maintenance of quantitative tools used to set the strategic asset allocation for client portfolios as well as to implement tactical asset allocation tilts around the strategic targetManaged the creation of client content and firm narrative delivered to clients by synthesizing house views, data from investment managers and third-party research providersPresented regularly to the Investment Committee on manager underwritings, market color, client asset allocation and analysis of the total investment program

New York, New York

Provided consistent updates to clients and global sales teams regarding market movements and their impact on Fixed Income portfolios, including performance attributions, positioning summaries and forward-looking return analysesCollaborated with senior portfolio managers and research analysts to complete RFPs and build presentations for investor forums, portfolio reviews and new business opportunitiesConducted analysis for High Yield credit analysts on new bond issues including financial modeling and competitor analysis, as well as attending meetings with management and road-shows

Greater New York City Area