John’s financial career has spanned four decades. Before joining Merrill Lynch Wealth Management in 2015 as part of The Bates Caputo Group, he spent ten years at Barclays where he was a Managing Director in the corporate and investment bank before becoming an advisor in the wealth and investment management group. Prior to Barclays, John spent seven years at Credit Suisse and 13 years at Citigroup – giving him experience in managing client relationships and fortifying strong product knowledge in fixed income, commodities and the broader capital markets. This macro framework and background allows John’s team to allocate capital in an informed manner and to extract value in various areas of fixed income, equity and alternative investing.

Over the course of his career, John has shared his knowledge through leadership roles in various corporate training programs. He has also been an active member of American Corporate Partners, a program designed to connect U.S. Veteran protégés with corporate mentors. Additionally, John has served on steering committees of two prominent networks at Barclays – WIN and Embrace – focusing on gender diversity and encouraging culturally inclusive workplaces.

Born and raised on Long Island, John holds a Bachelor’s degree in Economics from the University of Maryland. He resides in Westchester NY, with his wife, Maria, and their two children. John and his family are outdoor enthusiasts and enjoy skiing, golf, tennis and surfing.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

In 2015, Scott moved to Merrill Lynch Wealth Management from Barclays as part of The Bates Caputo Group, where he had worked as an advisor for four years. Previous to that, Scott spent two years in Chicago as an institutional equity sales trader for Morgan Stanley. In that capacity, he worked with state pension funds, endowments and hedge funds. Later, Scott helped to develop a trading group for Morgan Stanley in New York City that served institutional investors dedicated to trading smaller, less-liquid public companies. Years later, he helped launch a fashion brand that successfully moved into national retail chains.

Scott’s background in equities has enabled him to bring clients an “enlightened and engaging perspective.” At the foundation of Scott’s mission is a commitment to utilize his deep knowledge of how capital markets work – to stay on top of market trends and “filter” through research, to help identify select investment opportunities that have not been tried previously. Scott is happy to share his thoughts with clients, many with whom he exchanges insights on a frequent basis.

Originally from Greenwich, Connecticut, Scott holds a Bachelor’s degree in Foreign Affairs from University of Virginia and a Master’s degree from its Darden School of Business with a concentration in asset management. In addition to being a loyal UVA sports fan, Scott enjoys playing basketball, running, skiing and hiking. Generous with his time, Scott serves on the board of The Pink Agenda, the younger arm of the Breast Cancer Research Foundation (BCRF), a 501 (C) (3) organization that is committed to raising money for breast cancer research and care, as well as raising awareness of the disease among young professionals. Scott and his wife, Tory, live in New York City.