Scott Ventoza

Scott Ventoza is a seasoned finance professional with extensive experience in wealth management and financial advisory services. Ventoza served as an International Wealth Management Advisor at Merrill Lynch from October 1995 to January 2009, focusing on wealth management for executives and corporations, including risk management and estate planning. Subsequently, Ventoza worked as a Wealth Advisor and Senior Portfolio Manager at UBS Wealth Management from January 2009 to the present, specializing in concentrated equity strategies and family wealth issues. Ventoza's earlier positions include Sales and Operations Manager at APL, where responsibilities included sales management and consulting on business improvements, and Senior Finance Analyst at The Seattle Times, focusing on finance and credit analysis. Ventoza holds multiple degrees, including a Finance degree from Boston University and an MBA in Finance from the University of Phoenix, as well as a CIMA from the Wharton School.