Scott A. Poulin manages investment portfolios, trusts and tax deferred accounts for select institutional, endowment, foundation and high net worth clients in the Southeast Region of the United States. Working with other members of the team, Scott maintains relationships with core centers of influence, meets with prospective clients, and implements the firm’s wealth management strategies and services.
Prior to joining Calamos, Scott worked with various organizations including SunTrust, BankBoston, the Chief Investment Officer of Gibraltar Private Bank & Trust, and, most recently, Wescott Financial Advisory Group, LLC. Scott has a Series 65 and is a member of the Financial Planning Association, Miami Finance Forum, and Estate Planning Councils of both Coral Gables and Miami. Additionally, he is a member of the United Way of Miami Finance & Investment Committee and serves as the Treasurer on the Coral Gables Community Foundation and Chairs their Investment Committee.