Scott L Dynan

Scott Dynan, joined the firm in 2020. Scott is a Portfolio and Wealth Manager, working closely with high net worth families and individuals to develop and implement dynamic investment solutions. He is responsible for engaging with clients and assessing their financial situation to create an individually tailored plan in line with their long-term goals and objectives, as it relates to asset allocation, risk management, estate, tax and retirement planning.

Scott has over 20 years of financial services experience and prior to this role, was a Senior Vice President and Portfolio Manager at Taurus Asset Management, a boutique wealth management firm. Previously, Scott was a Vice President and Portfolio Specialist on a Neuberger Berman Portfolio Management Team. His focus was on marketing the portfolio, providing consistent portfolio analysis and maintaining existing relationships. Scott began his investment career as an associate Portfolio Manager at Citigroup Asset Management. He received a BA in History from Washington and Lee University.

Scott lives in New Canaan, CT with his wife and their two sons. When he is not working Scott enjoys playing golf, running and spending time involved with his sons’ youth athletics.