Managing Director Investments

Scott Turza provides analysis and portfolio management assistance for our equity and fixed income portfolios.  He focuses on supporting the active management of the fixed income portfolio and company research for both equity and fixed income investments. This includes credit and equity research, asset and sector allocations, and duration analysis for these portfolios.

 

Prior to joining the firm, Scott was a Financial Specialist for the University of Wisconsin-Milwaukee School of Public Health. In this role he was responsible for financial management, reporting, analysis and budgeting for the department.  Scott also previously held investment client service positions with Prudential and the Vanguard group.  These positions required knowledge of and support for client investment in stocks, bonds, exchange traded funds and mutual funds.

 

• 2014 to present, Arcataur Capital Management

• 2013 to 2014, University of Wisconsin-Milwaukee, School of Public Health

• 2011 to 2012, Prudential Insurance Company of America - Dresher, PA

• 2011, Vanguard Group, Inc - Malvern, PA

• Marquette University, MBA, May 2015

• Temple University, Fox School of Business, BBA-Finance 2011

• Chartered Financial Analyst (CFA)

 

Contact Scott:

414 225.8204