Scott P. Dolson, CAIA

Scott began his financial advisor career with Morgan Stanley and later transitioned to BNY Mellon Investment Management where he spent ten years working with clients across various divisions. Scott worked directly with individuals, trustees, and beneficiaries in a trust services role where he helped develop and review investment policy statements, asset allocation and tax consequences of trust investments. He also spent several years working with institutional Taft-Hartley plans and their investment consultants to develop asset allocation across defined benefit, defined contribution and VEBA plans. Most recently, for Mellon Investments (formerly Mellon Capital Management), Scott served as the primary relationship manager on specific investment strategies for high net worth families, other RIA firms, foundations, endowments, and other institutional clients. He holds the Chartered Alternative Investment Analyst designation and is a member of the Investment Committee. Most of Scott’s time outside the office is spent trying to keep up with his two young sons and two dogs but he also enjoys being active, learning and spending time outdoors with family and friends.