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Scott Frank, CAIA, CPWA®

Director of Global & Rules-Based Investment Strategies

Scott's investment experience spans over 17 years which includes, inter alia, hedge fund research, equity fund structuring, board-level fund oversight, and portfolio management. He has engaged in over 50 private placement hedge fund engagements in a principal investment or capital formation capacity. 

Scott was the COO & Head of Europe and South America for a $3 billion global capital introduction firm.  He served as the President, COO & Head of External Manager Research for a $350 million hedge fund-centric registered investment advisor, and the Head of Research for an Irish Stock Exchange (ISE) listed global multi-strategy fund of hedge funds.

Scott chaired the Board of a Luxembourg company, served as the international distribution advisor to one of the largest Brazilian-based asset management companies, and was the content creator and lecturer for the maiden alternative investment course at Tongi University in Shanghai, China. He also served on the Item Writing Committee for the Investments & Wealth Institute, developing test questions for the Certified Private Wealth Advisor examination. Scott provided hedge fund research to a multi-asset, multi-manager investment program for a single-family office for over 12 years. He began his investment career in 2004 at Merrill Lynch in the Global Private Client Group.