Scott A. Wentsel, CFA, CFP

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I’ve spent my 30-year career learning everything I can about the investment industry as an executive, portfolio manager, educator, and financial product development expert. I know how to create low-cost investment portfolios that help clients build wealth, and I’m dedicated to putting clients’ goals first.

Throughout my career, I’ve maintained a focus on financial planning and education. I have been a Certified Financial Planner™ certificant since 1996 and a Chartered Financial Analyst charterholder since 2005. I have been an adjunct professor in DePaul University’s department of finance since 2011 and spent eight years teaching graduate courses at Lake Forest Graduate School of Management as well.

Here are some career highlights:

  • Chief Investment Officer, Americas, Morningstar Investment Management

  • Trustee, ALPS Variable Investment Trust

  • Adjunct Professor, DePaul University

  • Senior Portfolio Manager, Ibbotson Associates Investment Advisory Group

  • Executive Director, Product Solutions Group, Van Kampen Investments/Morgan Stanley

  • Vice President of Product Development, Scudder Kemper Investments

A bit about my educational background:

  • Master of Business Administration, with honors, University of Chicago Booth School of Business, 1996

  • Bachelor of Arts in Economics, University of Illinois, Champaign-Urbana, 1984

  • Certified Financial Planner™ certificant since 1996

  • Chartered Financial Analyst charterholder since 2005

Ready to learn more? Schedule a free consultation today.

Scott Wentsel, President, Wentsel Wealth Management, LLC