Circle Wealth Management, LLC
Scott Dow, CFA, is a seasoned investment professional currently serving as Senior Director of Portfolio Management and Investment Research at Circle Wealth Management, LLC since April 2023, where the focus is on providing customized investment management services to ultra-high net worth families. Previous experience includes serving as Investment Manager at Westerman Family Office, managing an institutional-sized portfolio, performing due diligence across multiple asset classes, and enhancing portfolio reporting and operations. Prior roles include Senior Investment Associate at Summit Rock Advisors, where Scott led due diligence efforts and developed quantitative tools for strategic asset allocation, and Fixed Income Analyst positions at Schroders and Jefferies, contributing to market analysis and client communication. Scott holds a Bachelor's degree in Finance from NYU Stern School of Business.
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Circle Wealth Management, LLC
At Circle Wealth Management, we seek to empower our clients to achieve their financial goals through a collaborative process that emphasizes and respects their values and priorities.