Scott Gutterman

Background

About Scott Gutterman

Scott Gutterman is a Managing Director of IEQ Capital and has provided investment advice to high-net-worth families and institutional investors for nearly two decades. Scott also serves on the Investment Committee at IEQ Capital and supports the firm's family office capabilities and initiatives​. Scott works with founders, entrepreneurs, professional investors, and C-suite executives (and their related entities including single family offices and charitable vehicles) in the pursuit of investment excellence, optimizing income and estate tax efficiency, and maximizing philanthropic impact. Scott also designs client specific strategies for diversifying and optimizing concentrated equity and employee stock option positions in a disciplined and tax sensitive manner:(i) during the pre-liquidity phase,(ii) after initial public offerings (IPOs), often by executing 10b5-1 plans, and in connection with M&A transactions. Earlier in his career, Scott worked as an investment banker in corporate finance and mergers and acquisitions.