Scott D. Sorensen, CFA®, ChFC®
Scott is a Principal and Founder. He leads the firm’s Investment Policy Committee, is a member of the Executive Committee, and serves clients as a Portfolio Manager. Prior to founding Vigilant, Scott was a Senior Vice President and Portfolio Manager at Fleet Investment Advisors where he managed investment portfolios for high-net-worth families, non-profit organizations and institutional clients. Scott holds the Chartered Financial Analyst® designation and is a member of the Boston Security Analysts Society and the CFA® Institute. He holds the Chartered Financial Consultant® designation and is a member of the American College of Financial Planning. Scott earned a BS in Business Administration and Finance from the Paul College of Business & Economics at the University of New Hampshire. He lives in Greenland, NH with his wife Terry, their son, Kyle, and daughter, Jinae.