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Scott Scherer

Regional Vice President, Western Division. Securities Licensed 6,7.63,66

Professional Background

Scott Scherer is a seasoned professional with a remarkable track record in the financial services industry, having raised over $1 billion in assets. He specializes in providing alternative investment solutions through collaboration with financial advisers and institutional partners. Scott’s extensive experience allows him to offer tailored investment strategies that meet the complex needs of his clients, targeting both wealth preservation and income generation.

Scott has carved a niche in the realm of sports by working closely with student-athletes, ensuring they continue their education and athletic journey at the university level. His commitment to education extends to providing essential support for CFOs and Human Resources professionals as they develop and implement comprehensive Employee Benefit Programs.

As a trusted expert in wholesale and institutional distribution, Scott’s focus on sustainable income solutions is evident through his work with asset managers across a variety of asset classes including equities, fixed income, structured products, insurance-linked securities (ILS), separable managed accounts (SMAs), real estate, preferred stock, and private placements. His efforts are geared towards generating safe and guaranteed sources of income that help clients maintain their desired lifestyles during retirement. Demonstrating a strong commitment to the professional athlete community, Scott collaborates with the NFL Players Association (NFLPA) and various professional sports teams to educate players about the crucial aspects of retirement income planning.

Education and Achievements

Scott's educational foundation includes a Bachelor of Fine Arts (BFA) in Radio and Television from the University of Arizona, coupled with his formative years at Patrick Henry High School. His academic background has equipped him with the creative insights necessary for communication in the financial services sector, particularly in areas involving education and marketing.

Throughout his career, Scott has held several prominent positions, showcasing his versatility and leadership within the industry. He has served as the Regional Vice President/Western Division at Shopoff Realty Investments, where he contributed to executing investment strategies that align with the company’s vision for growth.

In addition, Scott has held various executive roles, including Senior Vice President in the Capital Markets Western Division at Waypoint Residential, where he was instrumental in driving significant capital formation processes. His previous experience as the West Regional VP and Pro Athlete Division head at Preferred Apartment Communities, Inc. has positioned him as a reputable figure in the investment consultation landscape, particularly relevant to professional athletes and their unique financial needs.

Notable Professional Affiliations

Scott's engagement with the community is illustrated through his past role as Associate Director of Athletics at Lincoln University in Oakland, California, where he worked to improve student-athlete programs and experiences. He has been actively involved in philanthropic efforts, including volunteering for the Hall of Fame Sports Association, a non-profit organization that supports educational initiatives in sports.

His accomplished career has also seen him navigate through complex roles in various organizations including Hall of Fame Insurance & Financial Services, where he served as a consultant in investment distribution. Scott’s earlier career involved significant roles at Cole Capital and Genworth Assetmark, where he amplified their sports and entertainment divisions, paving the way for innovative investment solutions tailored for athletes.

Scott has also lent his expertise to major firms, including The Hartford/Planco, where he held the position of Regional Marketing Director and was pivotal in marketing and sales functions at Katz Communications, showcasing his depth of knowledge in both financial and non-financial sectors.

Key Contributions

In addition to his extensive professional achievements, Scott is recognized for his focus on health insurance plan design. He has consistently delivered superior service to a variety of employee demographics, ensuring compliance with the Affordable Care Act (ACA) and Department of Labor (DOL) reforms. His commitment to educating employers and employees about health benefits reflects his broader mission to create sustainable financial wellness across the workforce.

Scott’s approach not only aims to enhance the financial security of employees through effective benefit programs, but it also emphasizes cost-saving measures through innovative merchant services processing solutions.

Overall, Scott Scherer embodies a blend of financial expertise and commitment to education and community service. His diverse experience in investment planning and employee benefits, combined with his passion for supporting student-athletes and professional athletes, places him as a distinguished leader in the field.

Achievements

Related Questions

How did Scott Scherer raise over $1 billion in assets throughout his career?
What strategies does Scott Scherer implement to provide alternative investment solutions?
In what ways does Scott Scherer assist student-athletes in their education and athletic careers?
What key skills does Scott Scherer utilize when developing Employee Benefit Programs for employers?
How has Scott Scherer contributed to retirement planning education for professional athletes?
Scott Scherer
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Location

Danville, California, United States