Scott Rosenblum

Investment Advisory - Client Relationship Manager +1 484.731.0071 vCard
  • Financial Institutions
  • Investment Advisory

Scott is a member of our Financial Institutions team and began his career after graduating from Stetson University with Morgan Stanley in Orlando, FL. He moved to Naples, FL in 2006 and worked in commercial banking, first assisting the CIO of a regional bank with analysis and investment tracking, and then migrating to the credit side where he performed credit analysis on commercial loans for two regional community banks. Scott got back to investments when he joined Wasmer & Schroeder, a municipal bond firm in Naples, as a fixed income analyst. Scott earned his CFA in 2012 while at Wasmer & Schroeder, and is now the Vice President of the CFA Society of Naples.