R. SCOTT LOWKE, CFP®, AIF®
SENIOR INVESTMENT CONSULTANT
Scott has over twenty-six years experience in the institutional investment consulting industry. Scott began his investment management career as a retirement plan consultant with Aetna Capital Management in 1983, advising to qualified retirement plans. In July of 1993, he joined part of The Frank Russell Company expanding his institutional consulting experience to include foundations and endowments implementing prudent approaches to achieving long-term investment goals.
He earned a degree in International Relations from James Madison University and holds the CERTIFIED FINANCIAL PLANNERT certification. He has passed the Accredited Investment Fiduciary® (AIF®) course from the Center for Fiduciary Studies, associated with the Katz Graduate School of Business at the University of Pittsburgh.
Scott is a past board member of Big Brothers Big Sisters of Tampa Bay and currently sits on their Advisory Board. He is a longtime member of the Investment Management Consultants Association (IMCA). He also chairs the Board of Directors for St. Francis Children's Day Care, Inc.