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    Scott M. Lepa

    Senior Investment Research Analyst

    Scott has extensive experience analyzing and developing personal investment strategies for individual clients and investment menus for company sponsored retirement plans. He has a strong background in the investment area including a working knowledge of retirement plan investment platforms and modern portfolio theory. Scott has led seminars for the Ohio Society of CPA’s, Advanced Planning Council and MGO clients/advisors. Scott enjoys golf, is an avid runner and brews his own beer. He and his wife, Joy have two daughters, Gianna and Jocelyn and they reside in Concord Township, Ohio. Scott joined the firm in 1998.

    EDUCATION
    Ohio University, B.A. in Finance, minor in Interpersonal Communication. Cum Laude ‘98
     
    DESIGNATIONS / LICENSES
    • FINRA Series 6
    • FINRA Series 7
    • FINRA Series 63
     
    AFFILIATIONS
    Association for Corporate Growth Cleveland
     
    COMMUNITY
    Beachwood Chamber of Commerce, Board Member, Council Gardens
    INTERESTING FACTS ABOUT SCOTT
    • I run 10-12 miles a week, mostly for the mental break it provides.
    • I believe Benjamin Graham’s The Intelligent Investor is a book everyone in this business should read.
    • Advice for Investors: Focus on your personal goal, not the volatility of the market. I’ve seen the end of the roaring 90’s, the dot com bubble, 9/11 and The Great Recession—focusing on client’s individual goals has kept it all in perspective.