Scott brings over 23 years of experience working with both individual and institutional investors. Prior to joining Bukaty Companies Financial Services, he served as Vice President for Manning & Napier Advisors, where he consulted to plan sponsors and institutional clients around life cycle and target date investment strategies. Scott also brings a wealth of experience gained by working with structured products as First Vice President of Advisors Asset Management and with institutional asset management firms as Vice President of the Managed Account Consulting groups.
Scott serves as a Vice President in our Wealth Management Division and as a member of our Investment Policy Committee. He also spends time consulting directly to our plan participants helping them create a plan to fund their retirement goals, as well as working with families in the areas of investment, retirement and estate planning.
Scott earned the Chartered Retirement Plans SpecialistSM designation from the College for Financial Planning. The CRPS mark indicates expertise in designing, implementing and servicing qualified and non qualified plans. He received his B.A. in History from California State University, Bakersfield.