Scott J. Drown, CIMA®, CAIA, AAMS
Scott brings over two decades of financial services experience and is primarily responsible for overseeing the Beacon Pointe New Jersey office day-to-day operations and client relationship management. Scott consistently looks to find ways to optimize the client experience through technology, customer service and by overseeing the office’s new client onboarding process. In a prior role with the firm, Scott was a Portfolio Manager overseeing trading and investment operations. Previously, he spent six years at American Economic Planning Group, where he held the position of Assistant Portfolio Manager and headed the company’s equity research effort. Scott received a Bachelor of Arts in Economics from Rutgers University, his Certified Investment Analyst (CIMA®) designation from the Investment Management Consultants Association, CAIA® designation from the Chartered Alternative Investment Analyst Association, and Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning. He is also a member of the Investment Management Consultants Association. Scott currently resides in Long Valley, NJ with his wife and three sons. Scott enjoys volunteering his time coaching youth sports (football, basketball, and baseball) and in his free time enjoys mountain biking and running.