Scott Berry Email & Phone Number
Vice President @ Sequoia Financial Group
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Scott Berry Location
- Detroit, MI, US
Scott Berry Work
- Vice President @ (September 2016 - Present)
- Founder and Chief Investment Officer @ Copper Beech Wealth Management (August 2008 - August 2016)
- Chief Investment Officer and Chief Operating Officer @ GHD Wealth Management (January 2011 - April 2016)
- Associate Director of Mutual Fund Analysis @ (July 1999 - July 2008)
- Investment Specialist @ (January 1995 - June 1998)
- Mutual Fund Specialist @ (January 1993 - January 1995)
Scott Berry Education
- Purdue University
Bachelor of Science (BS) (Management/Finance)
1989-1993
Scott Berry Skills
- Alternative Investments
- Portfolio Management
- Financial Modeling
- Investment Research
- Investment Strategies
- Microsoft Office
- ETFs
- Investments
- Marketing
- Strategic Planning
- Startups
- Equities
- Mutual Funds
Scott Berry Summary
- Scott Berry, based in Detroit, MI, US, is currently a Vice President at Sequoia Financial Group. Scott Berry brings experience from previous roles at Copper Beech Wealth Management, GHD Wealth Management, Morningstar and Charles Schwab. Scott Berry holds a 1989 - 1993 Bachelor of Science (BS) in Management/Finance @ Purdue University. With a robust skill set that includes Alternative Investments, Portfolio Management, Financial Modeling, Investment Research, Investment Strategies and more. Scott Berry has 2 emails and 2 mobile phone numbers on RocketReach.
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