Scottie focuses on equity allocation strategies to assist his clients in building their net worth. His experience gives him the perspective necessary to recommend equity portfolios and select equity managers as part of a client’s overall asset allocation strategy. He also recommends and selects alternative investments for his clients’ portfolios including commodities, managed futures, hedge funds and/or private equity.
Scottie graduated in 1964 from Suffolk University in Boston, Massachusetts, with a Bachelor of Science degree in economics. He spent two tours in Vietnam flying the F-4B Phantom for the U.S. Navy followed by a tour as a Naval Aviation Flight Instructor. Upon completing his military duties in 1969, he began his financial services career at Merrill Lynch in downtown San Diego. After spending a little over 20 years there as a senior vice president, in 1992 he decided to join Morgan Stanley Smith Barney, then became a part of RBC Wealth Management in 2012. Scottie is a graduate of Morgan Stanley Smith Barney’s consulting graduate school and holds the Senior Investment Management Consultant designation, as administered by the Investment Management Consultants Association (IMCA), an independent financial services organization.
Scottie and his wife, Jennifer, reside in downtown San Diego. They actively support organizations such as Mission Valley YMCA, Junior Achievement, the USS Midway Museum, and the Old Globe Theater. They also enjoy traveling.