Scott Paul Frush, CFA, CFP, is a leading authority on asset allocation policy and portfolio optimization. He has helped investors protect, grow, and insure their wealth for well over a decade. Scott is an assistant vice president for investments and wealth management with a regional Midwest bank located in the suburbs of Detroit. Prior to joining the bank, he was president and senior portfolio manager of Frush Financial Group, a registered investment advisor located in Bloomfield Hills, Michigan.
Scott is the 2007 recipient of CFA Magazine’s prestigious “Most Investor Oriented” award, which recognizes one CFA Institute member who has made outstanding contributions to investor education. In addition, he was profiled in the July 2008 issue of Bank Investment Consultant magazine for his approach to portfolio management using exchange-traded funds.
Scott received an MBA from the University of Notre Dame and his bachelor’s degree from Eastern Michigan University. Scott holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations, is insurance licensed for life, health, property, and casualty, and is Series 7 and Series 66 licensed. He is a member and leader of multiple professional and civic organizations.
PROFILE:
Scott has helped investors protect, grow, and insure their wealth for well over a decade. He is a leading authority on asset allocation and portfolio optimization for affluent individuals, families, and institutions.
PROFESSIONAL HALLMARK:
● Designing, building, and managing portfolios using exchange-traded funds.
EDUCATION:
● MBA, Finance: University of Notre Dame, 1999
● BBA, Finance: Eastern Michigan University, 1994
LICENSING & DESIGNATIONS:
● Chartered Financial Analyst (CFA), 2001
● Property & Casualty Insurance License, 2002
● Life & Health Insurance License, 2002
● Certified Financial Planner (CFP), 2003
● H&R Block Income Tax Course, 2004
● FINRA Series 7: General Securities Representative, 2007
● FINRA Series 66: Uniform Combined State Law, 2007
INVESTMENT PHILOSOPHY:
● Total Wealth Management
● Fee-Based Portfolio Management
● Low-Cost Exchange-Traded Funds (ETFs)
● Strict Asset Allocation Methodology
● Disciplined Rebalancing
CLIENT PHILOSOPHY:
● Client First Mentality
● Trusted Investment Counsel
● Open Communication
● Signature Service
ACCOLADES:
● Named the 2007 recipient of CFA Magazine’s prestigious “Most Investor Oriented” award, which recognizes one CFA Institute member who has made outstanding contributions to investor education. Nov/Dec 2007
● Profiled in Bank Investment Consultant magazine in its "Producer Profile" section. July 2008
● Hedge Funds Demystified named "Our Editor's Pick" by Standard & Poor's Financial Communications; October 2007
● Understanding Hedge Funds named "Pick of the Week" by Notre Dame Magazine; Spring 2007
● Optimal Investing named a 2004 "Book of the Year" Finalist for Business & Economics by ForeWord Magazine
● 33 Essential Year-End Financial Tasks selected as an online resource by the Financial Planning Association
CIVIC INVOLVEMENT:● CFA Society of Detroit, 2000+
● Detroit Athletic Club, 2002+
● Saint Hugo of the Hills Parish Councilperson, 2006+
● Italian American Club of Livonia, 2006+
● Detroit Economic Club, 2006+
● National Italian American Foundation, 2006+
● EMU Alumni Association Board of Directors, 2002-2008
● Birmingham-Bloomfield-Troy Vicariate Representative, 2008+
● Knights of Columbus, Third Degree Member, 2008+
● Catholic League for Religious and Civil Rights, 2008+
BOOKS AUTHORED:
● Ultimate Republican Trivia, Marshall Rand Publishing, 2008
● Commodities Demystified, McGraw-Hill, 2008
● Hedge Funds Demystified, McGraw-Hill, 2007
● Ultimate Italian Trivia, Marshall Rand Publishing, 2006