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.
New Hampshire
18 Congress Street - Suite 209
Portsmouth, NH 03801
(603) 431-3498
Maine
One Monument Square - Suite 601
Portland, ME 04101
(207) 523-1110
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