Scott Berry Location
Detroit, MI, US
Scott Berry Work
- 2016 - now Vice President @ Sequoia Financial Group
- 2008 - 2016 Founder and Chief Investment Officer @ Copper Beech Wealth Management
- 2011 - 2016 Chief Investment Officer and Chief Operating Officer @ GHD Wealth Management
- 1999 - 2008 Associate Director of Mutual Fund Analysis @ Morningstar
- 1995 - 1998 Investment Specialist @ Charles Schwab
- 1993 - 1995 Mutual Fund Specialist @ Fidelity Investments
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
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 1 emails and 2 mobile phone numbers on RocketReach.
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Top Sequoia Financial Group Employees
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Adam Hoffmann
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55+
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