angle-left null Scott Mountain, CFA
Scott Mountain, CFA

Scott Mountain, CFA

Senior Relationship Manager

Scott is a senior relationship manager at the firm working with institutional clients and also serves as the relationship management team’s channel lead for RIA, Taft-Hartley and non-US clients. He joined the firm from Lehman Brothers where he was responsible for client service, trading and middle market equity sales. Scott has been in the investment industry since 1997.

Scott has an MS in investment management from Boston University, and a BA from the University of Massachusetts at Amherst. Scott holds the CFA® designation and is a member of the CFA Institute.

Experience listed may include partial year periods.