Scott Frank, CAIA, CPWA®
Results Driven Financial Planning
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Scott Frank, CAIA, CPWA®
Results Driven Financial Planning
Areas of Focus
- Alternative Investments
- Investment Management
About MeHi. I'm Scott Frank, Director of Global & Rules-Based Investment Strategies for DeWitt Capital Management.
My investment experience spans over 17 years which includes, inter alia, hedge fund research, equity fund structuring, board-level fund oversight, and portfolio management. I was directly involved in over 50 private placement hedge fund engagements in a principal investment or capital formation capacity.
I was the COO & Head of Europe and South America for a $3 billion global capital introduction firm. I served as the President, COO & Head of External Manager Research for a $350 million hedge fund-centric registered investment advisor, and the Head of Research for an Irish Stock Exchange (ISE) listed global multi-strategy fund of hedge funds.
I chaired the Board of a Luxembourg company, served as the international distribution advisor to one of the largest Brazilian-based asset management companies, and was the content creator and lecturer for the maiden alternative investment course at Tongi University in Shanghai, China. I also served on the Item Writing Committee for the Investments & Wealth Institute, developing test questions for the Certified Private Wealth Advisor examination. I provided hedge fund research to a multi-asset, multi-manager investment program for a single-family office for over 12 years. I began my investment career in 2004 at Merrill Lynch in the Global Private Client Group.
- Certified Private Wealth Advisor (CPWA)
- Chartered Alternative Investment Analyst (CAIA)
- Video Conference
- Percentage of Assets Managed
What to expect in the first meetingThe first step in our planning process is to take a deep dive into your current financial situation. This entails evaluating your savings, income, debts, and current living expenses, lifestyle, and more. We will have you securely upload various financial documents, and we will begin to construct a robust picture of where you currently stand. We will also explain our process, our services, how we are compensated, and any questions you may have.
Offers Investment Management
About our Firm"The rules are changing; the old ways of investing may not be enough to help you get to and through retirement. That’s where we come in; our rules-based approach, backed by technology, helps you change the way you approach wealth building and retirement income” - Dave DeWitt SR. CFP, CSRIC
What separates DeWitt Capital Management from other investment advisors is our commitment and ability to adapt in order to best serve our clients. Founded in 1991 by David Treat DeWitt, DeWitt Capital’s mission was to find compelling local investment ideas for clients. Dave’s passion for researching and visiting local publicly traded companies led to years of success that continues to this day. In 2017, DeWitt Capital brought on new talent to develop a technology-driven investment framework. This expansion enables us to serve new and existing clients with all of their financial planning and investing needs, and help each and every one of our clients meet and exceed their financial and life goals and dreams.
Who We Serve
- Baby Boomers
- Gen X
- Gen Y / Millennials
- Living in Retirement
- Young Families
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