In today’s episode, host John Laurito is joined by someone he’s known for 20 years and the Chief Investment Officer of BASH Capital, Scott Shaw CFP, CFA. They talk about how Scott’s life was before reaching a fork in the road and deciding to transition from being on the passenger seat to taking the wheel and get that CFA designation for himself. He also shares what it’s like as a CFA, what he does, and how he can better help his clients than he ever could.

Scott Shaw is dedicated to implementing BASH Capital’s Investment philosophy using an effective and purposeful approach. He is focused on delivering portfolio advice that provides clients with the expertise they deserve and an added layer of due diligence.

Prior to starting BASH Capital with Matthew Bagell, Scott was the Managing Director of his own financial firm Mainline Wealth Management and owner of his franchise at Ameriprise Financial. Over the past 19 years, he developed a wealth management practice composed of investors and financial planning clients from a variety of backgrounds. Scott has focused his career on providing the most comprehensive and efficient approach to portfolio construction, and asset management. His dedication to implementing CFA Charter best practices is what sets his advice apart from others.

Find Scott at:
LinkedIn: https://www.linkedin.com/in/scott-a-shaw-cfa-cfp-b0b8325/

Show notes
[2:50] What Scott’s path looked like and how he figured out the right step
[5:17] His fork in the road
[7:40] On wanting to be in the driver’s seat for his clients
[9:09] What is a CFA designation?
[14:43] His transition to being a thought leader as a CFA
[18:10] Working and dealing with clients
[22:25] How he helps people become more self-aware
[26:05] His “Daily 7” habits
[31:04] Scott’s parting words of wisdom
[34:40] Outro

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