Scott Willis
Portfolio Manager at U.S. Trust
Based in Fort Worth, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Fort Worth
Industry
Financial Services
Company size
1.1K
Contact information
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s•••••••@privatebank.bankofamerica.com
Phone
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Background
About Scott Willis
Scott Willis (817) 312-4851 Vice President, Portfolio Manager - U.S. Trust, Bank of America Wealth Management PORTFOLIO OPTIMIZER: Possess inherent strength for maximizing investment portfolios for risk/return optimization. FINANCIAL MARKET ANALYST: Experienced in developing proprietary technical models which analyze direction and strength of individual securities, sectors, industries, and asset classes. CHARTERED MARKET TECHNICIAN (CMT):Chartered in technical analysis of the investment markets, through the Market Technician's Association. Directs all aspects of investment portfolio management for complex, ultra high net worth clientele. Demonstrates technical and fundamental analysis of the financial markets, while combining passive and active investment strategies.
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