Scott Middleton, CFA, CIMA®, Principal, Director

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Scott is a principal, consultant, and Innovest director.  Scott is the director of Innovest’s Investment Committee, which oversees the firm’s investment research and due diligence process.  He is also a member of the Capital Markets Research Group, which assesses the economic and market outlook and oversees clients’ asset allocation studies and portfolio construction.  He has more than 30 years of experience in investment management, focusing on customized portfolio management and consulting for institutional and personal clients.

Prior to joining Innovest, Scott was a vice president and senior portfolio manager at Northern Trust, an investment management and trust company.  He assisted clients with developing investment policies and managed customized client portfolios.  His clients included multi-generational families, entrepreneurs, charitable trusts, and not-for-profit organizations. Previous investment experience included portfolio management with a national bank and trust company, as well as founding his own investment management firm.

Scott holds the Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA®) designations from the CFA Institute and the Investments & Wealth Institute, respectively.  He is a graduate of Oral Roberts University in Tulsa, Oklahoma, with a major in history.  Scott is a member of the CFA Institute, the CFA Society of Colorado, the Investments and Wealth Institute, and the American Economic Association.  He is also a former grader for the level-three CFA examinations.

Scott currently serves on the Board of Governors for Catholic Pacific College in Langley, British Columbia.  His former volunteer activities include the First Friday Forum, Junior Achievement, and as trustee and chairman of the Investment Committee for the Seeds of Hope Charitable Trust, an organization that provides educational opportunities for at-risk children in Colorado.  A Georgia native, Scott is married and the father of three adult children.

smiddleton@innovestinc.com

 

Scott's Personal Code of Ethics

Integrity is irreplaceable• Greet everyone with a smile • What matters is what endures • Everything is a gift • See it from their perspective • I’m here to serve •  Diligence and faithfulness come first • Invest in what matters