Scott Middleton, CFA, CIMA®, Principal, Director
Scott is a Principal, Senior Consultant and Innovest Director. Scott is a member of Innovest’s Investment Committee which makes decisions on investment related research and due diligence. He is also a member of the Capital Markets Research Group which is responsible for asset allocation studies and portfolio construction. He has over 20 years of experience in investment management, focusing on customized portfolio management and consulting for high-net-worth families with complex estate plans and for institutional clients.
For seven years 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 CFA (Chartered Financial Analyst) and CIMA® (Certified Investment Management Analyst) designations from the CFA Institute and the Investment Management Consultants Association, respectively. He is a graduate of Oral Roberts University in Tulsa, Oklahoma, with a major in history. Scott is a member of the Investment Management Consultants Association, the CFA Institute, the CFA Society of Colorado and the Colorado Planned Giving Roundtable. He is also a former grader for the level-three CFA examinations.
Scott recently volunteered 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. His former volunteer activities include the First Friday Forum and Junior Achievement. Scott is married and the father of three children.