Cfap® Scott J. Swain Mt

Scott J. Swain, CPA CFA CFP® MT has over 30 years of experience in the accounting and financial services industries. Starting in 1992, they worked at Ernst & Young, LLP, where they progressed to the position of Tax Manager and specialized in qualified plans. In 1999, they joined Charles Schwab & Co., Inc. as a Client Services Representative, focusing on qualified plan administration. Scott J. obtained their Chartered Financial Analyst (CFA) license during their tenure at Schwab. In 2003, Swain joined Paragon Advisors, Inc. as a Senior Managing Director, where they advised high net worth individuals on tax planning, estate and gift planning, and investment portfolios. Notably, they became a partner in the firm and completed the Certified Financial Planner (CFP®) examination during their time at Paragon. In 2015, they became a Tax Partner at Skoda Minotti and led the Estate & Family Wealth Advisory Services practice. Scott J.'sresponsibilities included income tax planning for high net worth individuals, as well as estate and gift planning. Swain joined Cohen & Company in 2018 as a Tax Partner in the High Net Worth Group, specializing in income and estate tax planning and compliance for individuals with complex financial situations involving estates, trusts, family partnerships, private foundations, and other entities.

Scott J. Swain, CPA CFA CFP® MT has a strong educational background in accounting, finance, and taxation. Scott J. obtained their Master's Degree in Taxation from the University of Akron from 1996 to 2000. Before that, they completed their Bachelor's Degree in Accounting & Finance at Miami University from 1988 to 1992.

In addition to their academic accomplishments, Swain has obtained several professional certifications. Scott J. became a Certified Public Accountant (CPA) in 1994, and later achieved the designation of Chartered Financial Analyst (CFA) in 2003. In 2010, they obtained the Certified Financial Planner® (CFP®) certification. The institutions where they acquired these certifications are not specified.