As the driving force behind Z3 Capital Partners, Scot is an independent thinker who views each client’s situation as unique. In a time when many advisors are pushing the packaged products of the firms for which they work, Scot sees Z3, and its independence, as a chance to apply our customized approach to your unique needs. For more than 35 years, Scot has enjoyed a reputation among clients for answering complex financial questions in clearly understandable terms.

Scot has a knack for finding investment ideas that many advisors ignore. How? First, Scot often seems two steps ahead when it comes to economic changes and shifting industry trends. “We are always working to anticipate where the ‘puck’ will be so that our clients are invested in major trends before they happen,” Scot says. Second, by defining risk not by the size of the company, but rather the balance sheet and cash flow characteristics that determine financial risk. Scot asks tough questions of money managers and invests alongside clients.

Scot’s belief in the “science and art” of wealth management is at the foundation of his client-centric approach. A lifetime learner, Scot enjoys sharing his insights and perspective with clients. “The fact is, I learn from the markets and clients every day,” Scot points out. “I’ve come to understand what means most to each client. My role is serving all our clients with a friendly, yet disciplined approach that in a client’s best interests.” Scot embodies an optimist's approach to life and investing, able to see the light at the end of even the darkest financial markets.

Scot, a graduate of the University of Pittsburgh, is committed to continuous learning both in and out of the office. His deep appreciation for art, architecture, and rock and roll (feel free to ask him about his experiences touring with The Rolling Stones or Aerosmith) is equaled by his dedication to family and community. Scot and his wife, Janet, have a deep passion for mid-century furniture and art, which was the driving force behind the design of the Z3 office. Their vision was to create a space that feels bright, funky, and fun—reflecting Scot's personality and making the business environment more welcoming and less intimidating. They are proud parents of two daughters, Spencer and Camryn, who, by happy coincidence, have also made Richmond, Virginia, their home.