Scott is head of the department’s investment management research efforts covering mutual funds and exchange traded funds, and serves as lead portfolio manager for the firm’s proprietary Managed Funds Portfolios program. In addition, he provides due diligence, monitoring, and recommendations for the Separately Managed Account and Unified Managed Account programs. Scott has been instrumental in the design and implementation of the department’s discretionary asset allocation programs. Previously, he worked as an insurance products analyst at Prudential Securities. He holds a bachelor’s degree in economics from Montana State University.

Matt aspires to help advisors understand, expand, and refine the role insurance and annuities play in their clients’ portfolios. He is fluent in the products and technology supporting insurance and annuities, including annuity order entry systems, insurance products, estate planning, and fixed, variable, and fee-based annuities. Before joining the firm, he worked for Independent Financial Group, where he built and managed annuity product offerings and sales strategy, and he has worked in other various consulting and sales roles across the industry. Matt’s extensive experience plays a vital role in helping financial professionals provide consultation on client cases.