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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.

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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.

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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

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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

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Ready to learn more? Schedule a free consultation today.

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Scott Wentsel, President, Wentsel Wealth Management, LLC
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