Scott W. Vogg

, CFA, CIC

Managing Director

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.

He earned a Bachelor of Business Administration from the University of Iowa and a Master of Business Administration from Indiana University. Scott holds the Chartered Investment Counselor and the Chartered Financial Analyst® designations and is a member of the CFA Institute and the Investment Analysts Society of Chicago.

He also serves as the treasurer for the University of Chicago Cancer Research Foundation. In 2015, he was honored with a CIBC Best Mentor/Role Model Achievers Award.