Scott A. Wentsel, CFA, CFP
®
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.
​