Profiel
Mr. Michael E.
Scott, CFA MBA, is a Senior Portfolio Analyst at Chas.
P.
Smith & Associates, PA, CPAs.
Mr. Scott's duties include conducting analysis and research for the investment committee, assisting in the daily trading and maintenance of portfolios, and coordinating marketing initiatives for CPS Investment Advisors and CPAlliance.
He joined CPS in March 2014.
He graduated from Florida Southern College in 2014 with a Bachelor’s of Science Degree in Business Administration with a minor in Economics.
He has obtained his Series 65 license as a Registered Investment Advisor Representative and received his MBA from Florida Southern College.
Eerdere bekende functies van Michael Edward Scott
| Bedrijven | Functie | Einde |
|---|---|---|
Chas. P. Smith & Associates, PA, CPAs
 Chas. P. Smith & Associates, PA, CPAs Investment ManagersFinance Chas. P. Smith & Associates, PA, CPAs is an independent, SEC-registered investment advisor headquartered in Lakeland, Florida. They do-business-as CPS Investment Advisors (CPS). The firm was founded in 1975 to offer traditional tax and accounting services with a focus on educating clients about money and financial independence. In 1989, CPS became a full-service Registered Investment Advisory firm that provides portfolio management services to high net worth individuals, individuals, corporations, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, and other US institutions. | Analyst-Equity | 01-01-2022 |
Opleiding van Michael Edward Scott
| Florida Southern College | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Chas. P. Smith & Associates, PA, CPAs
Chas. P. Smith & Associates, PA, CPAs Investment ManagersFinance Chas. P. Smith & Associates, PA, CPAs is an independent, SEC-registered investment advisor headquartered in Lakeland, Florida. They do-business-as CPS Investment Advisors (CPS). The firm was founded in 1975 to offer traditional tax and accounting services with a focus on educating clients about money and financial independence. In 1989, CPS became a full-service Registered Investment Advisory firm that provides portfolio management services to high net worth individuals, individuals, corporations, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, and other US institutions. | Finance |
