Vigilant Scott Sorensen

Scott D. Sorensen, CFA®, ChFC®

Founding Principal & Portfolio Manager

Scott is a Principal and Founder. He is a member of the firm’s Investment Policy Committee, is a member of the Executive Committee, and serves clients as a Portfolio Manager. 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.

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