Scott Mintz, CFA
Cornerstone Wealth Advisory LLC
Chartered Financial Analyst, Director of Operations
Scott specializes in the analysis and design of financial plans to maximize cash flows and flexibility in the face of changing interest rates, tax rates, investment yields, and other economic factors. His keen attention to detail and dedication to exploring all potential solutions and opportunities allow him to provide clarity to clients who are seeking optimal approaches to maximizing growth while minimizing risk. Scott leads Cornerstone Wealth Advisory’s analytics, due diligence and research teams, following his decade of experience in the financial services industry. He possesses a relentless work ethic, compassion and genuine care for achieving the best outcomes for our clients. Before working with Cornerstone Wealth Advisory, Scott worked directly under the CEO and Portfolio Manager of a NYC-based hedge fund. While at the hedge fund, he helped the firm expand assets under management by over 350%. Prior to this, he was a sell-side equity analyst, providing stock research reports to a large reader base of individual and institutional investors. Scott received his Bachelor’s Degree in Business from Emory University’s Goizueta Business School, and was honored at graduation as the sole recipient of the Decision and Information Analysis Distinction Award. Scott serves as Treasurer of 372 5th Avenue Owners Inc. a 100+ unit cooperative located in midtown Manhattan. In his spare time, Scott is a devoted brother, son and friend. He also enjoys watching Improvisational comedy and occasionally participating in it as well.