As a Director of Lido Advisors, LLC, Scott focuses on bringing his 16+ years of experience working with high net worth individuals and families to all aspects of the financial planning process. Since joining Lido Advisors in 2012, Scott has focused on combining his investment acumen with a hands-on approach to working closely with clients. He is active in the daily operations of the firm.
Prior to Lido, Scott spent three years with The Leavitt Group, one of the largest privately held insurance brokers in the nation, helping oversee the life insurance practice for over 100 offices across the country.
Prior to that, Scott spent five years as the Manager of Operations for Combined Professional Agents. During his tenure with that firm, he helped form a national CPA alliance designed to pool the resources of large regional CPA firms in the financial services arena.
Scott has extensive experience in the financial services field, having worked collaboratively with CPA and Business Management firms, assisting in the estate planning process for many ultra-high net worth individuals and families.
Scott resides in Encino with his wife and two children.