Scott Frantz, CFA
Verified
Scott Frantz, CFA, leads Asset Allocation & Portfolio Management for Capital Advisors. In his current role, he constructs portfolios for institutional and individual clients and is responsible for the ongoing portfolio management. He determines the most appropriate investment strategies and allocates according to investor objectives, risk tolerance, and preferences.
Previously, Scott was an Engagement Manager within PwC's Financial Services consulting practice, covering Strategy, Risk, and Regulatory engagements. Responsibilities included providing advice and guidance to financial services clients regarding regulatory matters, business transformation and restructuring, execution and implementation of strategic initiatives, financial modeling, credit and credit risk analysis, financial statement analysis, model validation, and general business management. He frequently led teams and developed business for the practice. Mr. Frantz has excellent communication and presentation skills, and is able to develop relationships with senior employees quickly.
Scott joined PwC from Bank of America Merrill Lynch, where he held impactful roles within the Wealth and Investment Management division.
Scott has an MBA from Georgetown University, a BS in Business Administration (Finance) from the University of Pittsburgh, and is a CFA Charterholder. He previously held the Series 7 and Series 66 licenses, and also held high level government security clearances.