Verified recordFinancial Services

Scott C.

President at Knollwood Investment Advisory

Based in Baltimore City County, United States

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Seniority

C-Team

Department

General Business & Management

Location

Baltimore City County

Industry

Financial Services

Company size

63

Contact information

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Email

1 credit

s•••••••@kwiadvisory.com

Phone

5 credits

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Background

About Scott C.

Experienced executive with a demonstrated history of working in the financial services industry with specific emphasis in the single and multi-family office platform. Strong finance professional skilled in Tax Preparation, Tax Consulting, Wealth Management, S Corporations, Investment Partnership Tax & Accounting, and Dynamic Inter-generational Family Transfer and Gifting Strategies.

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