Parallel Advisors is an impressively growing $10B full service Registered Investment Advisor firm. Mr. Stratton served as a principal and member of the management team. He oversaw an experienced and diverse group of over 50 wealth advisors, as well as managing several firm organic growth initiatives. He successfully worked with advisors and outside partners to more than quadruple organic growth during his tenure.
Prior to joining Parallel, Scott was a principal and co-founder of the Private Client Group at Fisher Investments, one of the largest independent investment advisory firms in the US. He played a critical role in growing the firm from 20 employees and $1 Billion in assets under management in 1995 to over 3,000 employees and approximately $300 Billion in assets under management. He was a member of Fisher Investments strategy team that devised and implemented several innovative and successful growth initiatives. Mr. Stratton has over 30 years of wealth management experience in the HNW and UHNW space.
He earned a Bachelor of Arts degree magna cum laude in Organizational Behavior from Wake Forest University and an MBA with dual concentrations in both finance (portfolio management) and international business from Columbia Business School.
Listed skills include Asset Allocation, Wealth Management, Investments, Asset Management, and 9 others.