Profile
Mr. Michael E.
Scott, CFA MBA, is a Senior Portfolio Analyst at Chas.
P.
Smith & Associates, PA, CPAs.
Mr. Scott's duties include conducting analysis and research for the investment committee, assisting in the daily trading and maintenance of portfolios, and coordinating marketing initiatives for CPS Investment Advisors and CPAlliance.
He joined CPS in March 2014.
He graduated from Florida Southern College in 2014 with a Bachelor’s of Science Degree in Business Administration with a minor in Economics.
He has obtained his Series 65 license as a Registered Investment Advisor Representative and received his MBA from Florida Southern College.
Former positions of Michael Edward Scott
| Companies | Position | End |
|---|---|---|
Chas. P. Smith & Associates, PA, CPAs
 Chas. P. Smith & Associates, PA, CPAs Investment ManagersFinance Chas. P. Smith & Associates, PA, CPAs is an independent, SEC-registered investment advisor headquartered in Lakeland, Florida. They do-business-as CPS Investment Advisors (CPS). The firm was founded in 1975 to offer traditional tax and accounting services with a focus on educating clients about money and financial independence. In 1989, CPS became a full-service Registered Investment Advisory firm that provides portfolio management services to high net worth individuals, individuals, corporations, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, and other US institutions. | Analyst-Equity | 2021-12-31 |
Training of Michael Edward Scott
| Florida Southern College | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Chas. P. Smith & Associates, PA, CPAs
Chas. P. Smith & Associates, PA, CPAs Investment ManagersFinance Chas. P. Smith & Associates, PA, CPAs is an independent, SEC-registered investment advisor headquartered in Lakeland, Florida. They do-business-as CPS Investment Advisors (CPS). The firm was founded in 1975 to offer traditional tax and accounting services with a focus on educating clients about money and financial independence. In 1989, CPS became a full-service Registered Investment Advisory firm that provides portfolio management services to high net worth individuals, individuals, corporations, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, and other US institutions. | Finance |
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