Scott Frantz, CFA
Director Of Asset Allocation

Scott is located in the Dallas / Fort Worth area and focuses on portfolio management, relationship management, and business development. Scott joined the firm in 2017 from PriceWaterhouseCoopers, where he worked as a management consultant covering the asset and wealth management industries, in addition to other sectors within Financial Services. Prior to PwC, he worked in various roles in Merrill Lynch’s Wealth Management group, including portfolio strategy, finance, and performance management, among others. Scott also spent time as a client associate at UBS Wealth Management.

Scott holds an MBA from Georgetown University, and completed his undergraduate studies at the University of Pittsburgh, where he earned a Bachelor of Science in Business Administration. He is also a CFA Charterholder, and was awarded the charter in 2008.