Scott Yi, CFA is a Wealth Advisor with experience at Perigon Partners, Stifel Financial Corp., and Merrill Lynch. Scott holds a Bachelor of Arts in Economics from California State University-Fullerton and has completed various certifications, including the Certified Investment Management Analyst Program from the University of California, Berkeley. Additionally, Scott completed the Oxford Fintech Programme at Saïd Business School, University of Oxford.
Current role
Head Of Alternative Investments at IBI Investment House Ltd
Head Of Alternative Investments Admin at HDI Group
Head Of Alternative Investments, And Senior Portfolio Manager Unlisted Equities at Swedbank Robur
Regional Head Of Alternative Investments at The Ascent Group
Head Of Alternative Investments at Market Securities
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