Scott Koch Email & Phone Number

Executive Director of Reissa Foundation, working directly with Board Members and staff to craft and implement grant and investment strategies in furtherance of the Foundation’s commitment to addressing social problems and improving the lives of vulnerable populations in California and Texas. Previously cofounded Waterline Partners LLC, a nationally recognized wealth management firm and industry leader in Goals Based Investing with $1 billion in assets under advisement. Later facilitated the acquisition of Waterline Partners by Northern Trust Bank and served as Director of National Investment Practice Strategy for Northern Trust Wealth Management. Experienced operations and strategy executive with a proven entrepreneurial record focused on driving innovation, efficiency and measurable results for clients and internal stakeholders. Committed to applying collaboration, communication and cross-functional team leadership skills in defining and achieving organizational goals.Certified Private Wealth Advisor (CPWA)

Listed skills include Investments, Alternative Investments, Wealth Management, Asset Allocation, and 21 others.