Capital Advisors
Scott R. Frantz, CFA has extensive experience in the financial industry. Scott R. is currently working as the Director of Asset Allocation & Portfolio Construction at Capital Advisors since April 2017. Prior to this, they held the position of Manager of Financial Services Advisory at PwC from July 2012 to April 2017. Before that, they served as an Associate in Global Wealth & Investment Management at Bank of America from June 2010 to August 2012. Scott R. began their career as a Credit Analyst at Zurich Inc - Emerging Market Solutions from June 2009 to December 2009.
Scott R. Frantz, CFA received a Bachelor of Science degree in Business Administration, with a focus on Finance, from the University of Pittsburgh in 2004. In 2008, they obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute. From 2008 to 2010, they attended the Georgetown University McDonough School of Business, although the specific degree and field of study are not provided.
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Capital Advisors
Founded in 1978, Capital Advisors is a wealth management firm with over $4.5 Billion in assets under management. We offer a uniquely transparent investment process that lets you see exactly where you’re headed, every step of the way. We work with individuals and advisors to develop purposeful strategies that adjust to changing market conditions. You’ll find every member of our team to be open, accessible, objective and committed to earning your long-term trust. To learn more about us, visit capitaladv.com or email info@capitaladv.com See relevant disclosures here: https://www.capitaladv.com/disclosures/