Scott Huff Email & Phone Number
Founder and Owner @ Yourefolio
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Scott Huff Location
- Cleveland, OH, US
Scott Huff Work
- 2020 -now Investment Advisor Representative @ River Wealth Management
- 2015 -now Founder and Owner @
- 2015 -now CEO Yourefolio @
- 2014 -2020 Investment Advisor Representative @ JK Investment Group
- 2011 -2015 Chairman Of The Board of Trustees @ Ohio Police & Fire Pension Fund
- 2007 -2013 Financial Advisor @ Cedar Brook Financial Partners
- 2004 -2006 Pension Advisor @ Waterstone Financial Group
Scott Huff Education
- Wharton School of Business
(Emerging Markets International Investing)
2014-2014 - Wharton School of Business
(Advanced Portfolio Concepts)
2013-2013 - Wharton School of Business
(Portfolio Management)
2012-2012 - The University of Akron
BSBA /Marketing/Advertising (Marketing/Advertising)
1990-1995
Scott Huff Skills
- Financial Planning
- Estate Planning
- Financial Technology
- Investments
- Financial Analysis
- Legal Software
- Estate Planning Software
- Asset Retention
- Trust and Estates
- Client Engagement
- Investment Strategies
- Investment Advisory
- Inheritance Tax Planning
- Estate Tax Planning
- Estate & Gift Taxation
- Estate Plan Design
- Estate Preservation
- Financial Services
- Banks and Trusts
- Family Office
- Business Planning
- Business Succession Planning
- Asset Valuation
- End of Life Planning
- FinTech
- Early-stage Startups
- Early Stage Startups
- Estate and Gift Taxation
Scott Huff Summary
- Scott Huff, based in Cleveland, OH, US, is currently a Founder and Owner at Yourefolio. Scott Huff brings experience from previous roles at River Wealth Management, Yourefolio, JK Investment Group and Ohio Police & Fire Pension Fund. Scott Huff holds a 2014 - 2014 Wharton School of Business. With a robust skill set that includes Financial Planning, Estate Planning, Financial Technology, Investments, Financial Analysis and more. Scott Huff has 2 emails and 3 mobile phone numbers on RocketReach.
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