Scott A. Shaw, CFA®CFP®

Chief Investment Officer, Partner

About

Scott is dedicated to implementing BASH Capital’s investment philosophy using an effective and purposeful approach. The asset management philosophy is to use the core/satellite approach to portfolio construction. He is focused on delivering portfolio advice and market commentary that provides clients with the expertise they deserve and an added layer of due diligence. Scott enjoys fostering and maintaining long term relationships with his investors while empowering them with knowledge and strategies to add value to their financial planning needs.

“Our clients’ objectives and constraints are at the forefront of all investment decisions and recommendations proposed. My job is to provide the most suitable and efficient model, maximizing the return potential based on the risk being taken.”

Working with clients through the portfolio construction process is a team effort we put forth to ensure accurate documentation of our clients constraints, objectives, and model asset allocation.

Prior to starting BASH Capital with Matthew Bagell, Scott was the Managing Director of Mainline Wealth Management and owner of his franchise at Ameriprise Financial. Over the past 20 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.

Scott attended Rider University, graduating with a degree in marketing and finance. He is currently a CFA Charterholder and a chapter member of the Philadelphia CFA Society. His FINRA.org Series 7 and 66 securities registrations are held with LPL Financial, as well as insurance licensed in CT, DE, PA, FL, MA, MD, NJ, NY and VA

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Team

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Matthew Bagell, CPA

Chief financial officer, partner

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David Dieal, CFP ®

Private Wealth Manager

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Ethan Kohanik

Associate Wealth Manager

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Jessica Ryan

Executive Assistant

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