Vice President of Business Management and Finance
Scott is a very experienced financial services professional with over 25 years in the industry. Throughout his career, he has held a number of diverse leadership roles, of which a majority were with J.P.Morgan Chase in the greater Rochester, NY area. These have included financial planning, branch and district management, operations and compliance, as well as financial management and strategic planning.
Prior to joining three+one, Scott most recently served as Vice President and Business Finance Manager with J.P. Morgan’s Private Bank covering teams in various parts of the Northeastern United States. In addition to numerous financial licenses and designations, Scott earned both his BS degree magna cum laude and MBA degree with high distinction from St. John Fisher College.
CEO and Co-Founder
Peter Forsgren, CTP
COO and Co-Founder
Garrett Macdonald, CTP
Vice President of Business Management & Finance
Client Service Associate
1 (585) 484-0311