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Senior Portfolio & Relationship Manager
Senior Portfolio & Relationship Manager
Scott Vogg is a senior portfolio and relationship manager with more than 30 years of experience in the financial services and investment management industry. Scott is responsible for managing the entire wealth counseling process and relationship for high net worth clients, as well as related institutions, endowments and foundations. In this role, he is responsible for providing proactive portfolio management, financial planning, wealth and estate planning strategies, and all related services for his clients. Scott and his team are directly responsible for advising on over $1.1 Billion in assets under management. Scott earned a Master of Business Administration from Indiana University and a Bachelor of Business Administration from the University of Iowa. Scott holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the Investment Analysts Society of Chicago. He serves as the treasurer for the University of Chicago Cancer Research Foundation. He founded and serves as president of the Live Like Katie Foundation, raising funds and awareness to eradicate cancer through research grants to The University of Chicago Cancer Center. Scott has been honored with a CIBC Best Mentor/Role Model Achievers Award.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
