Scott LepaSenior Investment Analyst

    Scott Lepa

    Senior Investment Analyst

    (216) 619-8906

    Scott analyzes and develops personal investment strategies and investment menus for company-sponsored retirement plans. Additionally, he helps develop personal investment strategies for individual clients. He has a strong background in investment area including knowledge of retirement plan investment platforms and modern portfolio theory.


    B.A., Finance, Minor in Interpersonal Communication, Ohio University


    • FINRA series 6
    • FINRA series 7
    • FINRA series 63

    Interesting Facts
    About Scott

    Scott is married and has two daughters. He brews his own beer, golfs, and runs as a stress-reliever.

    Favorite quote: “The four most dangerous words in investing are ‘this time it’s different’” –Sir John Templeton