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Scott M. Bogan

Wealth Advisor & Capital Markets Strategist

Scott joined the firm in 2005. He has thirty years of financial advisory experience working with corporate executives and high-net-worth individuals. As a Wealth Advisor, Scott focuses on investment management, portfolio construction and asset allocation, relative valuation analysis, risk management for concentrated stock positions, and holistic financial planning. He also serves as the firm’s Capital Markets Strategist in conjunction with its Investment Policy Committee.

Scott previously managed client assets as an Investment Advisor at Morgan Stanley from 2000 to 2005. He provided holistic financial planning while affiliated with Mass Mutual and Northwestern Mutual insurance companies from 1985 to 2000. He started work in brand management at General Foods/Kraft from 1983 to 1985. Scott is Series 65 registered.

Scott graduated Cum Laude from Middlebury College with a BA degree in Political Science with a concentration in French Language and Civilization. He also studied abroad at the l’Institut d’Etudes Politiques in Paris. Scott is an avid skier and former racer, and he volunteers with the Alumni Association for Burke Mountain Academy (VT) which keeps him current with downhill racing and educating student-athletes. He is also a Trustee of the Wilton (CT) Land Conservation Trust while serving on its “Land Stewardship” committee. Scott and his family have been active supporters of the community YMCA. They love to kayak, hike, ski, travel, and attend music concerts of all genres.