Scott Jerge

Senior Associate, Advisor Relations

Scott provides an array of support for the firm in the areas of business development, marketing, sales and database analytics, and client relations.

Scott’s prior experience includes working at Backstop Solutions Group and Morningstar. In these roles, Scott was responsible for developing and generating new business in the alternative and retail investment communities. Scott started his career at Northern Trust Corporation, where he supported institutional clients, including investment management firms, on domestic and international trading issues.  

Scott received a BS in finance from Valparaiso University. 

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