Scott Oswald Profile
Scott understands that the investment world can be overwhelming, with a seemingly endless array of options and decisions. At Bristlecone Advisors, he specializes in providing clients with tailored investment advice to help them achieve their financial goals and maintain peace of mind. His role involves conducting market valuation analyses, reviewing asset allocation decisions, and researching investment managers that best meet clients' needs.
After graduating from Syracuse University with a Bachelor's degree in Finance in 2000, Scott moved to Seattle and gained valuable experience with the mutual funds group at Safeco Insurance. He later earned his MBA from the University of Washington in 2006 and joined Bristlecone as part of the investment research team. In addition to his degrees, he holds the Chartered Financial Analyst (CFA), Financial Risk Manager (FRM) and Chartered Alternative Investment Analyst (CAIA) designations.