Scott D. Sorensen, CFA®

Scott serves clients as a Portfolio Manager and Research Analyst. He leads the firm’s Investment Policy Committee. Prior to founding Vigilant, Scott was a Vice President and Portfolio Manager at Fleet Investment Advisors where he managed investment portfolios for high net worth individuals, 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 currently serves on the Dean’s Advisory Board of the Peter T. Paul College of Business & Economics at the University of New Hampshire. Scott earned a BS in Business Administration and Finance from the University of New Hampshire. Scott lives in Greenland, NH with his wife Terry, their son, Kyle, and daughter, Jinae.