Scott Yi Email & Phone Number
Wealth Advisor | Head of Alternative Investments- Perigon Wealth Management, LLC @ Perigon Wealth Management, LLC
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Scott Yi Location
- Monterey, CA, US
Scott Yi Work
- 2017 -now Wealth Advisor | Head of Alternative Investments- Perigon Wealth Management, LLC @
- 2012 -2017 Financial Advisor - Stifel @
- 2005 -2012 Financial Advisor @
Scott Yi Education
- Saïd Business School, University of Oxford
Oxford Fintech Programme
2017-2018 - University of California, Berkeley, Haas School of Business, Center for Executive Education
Certified Investment Management Analyst Program
2009-2009 - California State University-Fullerton - College of Business and Economics
Bachelor of Arts (B.A.) (Economics)
Scott Yi Skills
- Alternative Investments
- Portfolio Management
- Retirement Planning
- 401(k) Retirement Savings Plans
- Investment Strategies
- Financial Services
- Investment Management
- Comprehensive Planning
Scott Yi Summary
- Scott Yi, based in Monterey, CA, US, is currently a Wealth Advisor | Head of Alternative Investments- Perigon Wealth Management, LLC at Perigon Partners. Scott Yi brings experience from previous roles at Stifel Financial Corp. and Merrill Lynch. Scott Yi holds a 2017 - 2018 Oxford Fintech Programme @ Saïd Business School, University of Oxford. With a robust skill set that includes Alternative Investments, Portfolio Management, Retirement Planning, 401(k) Retirement Savings Plans, Investment Strategies and more. Scott Yi has 4 emails and 2 mobile phone numbers on RocketReach.
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