In Practice February 10, 2011
CPI Opens Phoenix Office
CPI Qualified Plan Consultants announced that Matthew K. Scott will serve as the first retirement plan consultant in the
Phoenix, Arizona office.
Reported by Rebecca Moore
As Retirement Plan Consultant for Arizona and the Las Vegas/Henderson area of Nevada, Scott will represent CPI with retirement plan sponsors and their financial advisers as they design and develop their qualified and non-qualified retirement plan programs, the company announced.
Scott brings to CPI more than 35 years of expertise in the retirement and financial services industries, having worked with large banks, mutual fund and insurance companies, as well as independent broker-dealers and third-party administrators. Most recently he served as senior vice president of retirement plans for a mutual fund company.
Scott received his Bachelor of Science degree from Frostburg State University in Frostburg, Maryland.
You Might Also Like:
Voya Chief Client Officer Exits
William Harmon is leaving the recordkeeper, with two senior leaders taking up the role of outreach to advisers and plan...
Echelon: Investment Adviser M&A Bucks Downward Trend in Dealmaking
Private equity continues to be attracted to wealth management M&A despite the current market volatility, according to Echelon Partners’ Q3...
CAPTRUST Buys a Boston-Area Adviser Firm That Oversees $900MM in Assets
The purchase of Patriot Pension Advisors is the mega firm’s third acquisition of 2022, with more to come before year’s...