Director of Investment Management, Partner
Scott Jaffe has a proven history of financial success as an investment advisor with 31 years of experience. Scott has devoted his career to the study and implementation of financial planning and portfolio management, often ranking among the top producers in the United States and consistently achieving the highest honor of Chairman and Director Councils each year since 1990 while at Smith Barney & Prudential Securities. During his tenure with Smith Barney, Jaffe also served as a Senior Vice President – Wealth Management and was a Senior Portfolio Management Director, a position at the time was held by only 16 advisors throughout the U.S.
Despite the upward mobility of his professional roles, Jaffe’s focus has always been on providing financial guidance that assists clients with achieving goals that improve the condition of their lives. While Jaffe gives credit to his father for his passion for business, he says his mother instilled the importance of caring about what’s important to other people as a key metric to success.
His partnership with Lou Tilchin at Jaffe Tilchin Wealth Management was established in 2007 and has continues to flourish as the firm now has 45 associates and $522.7 Million in Assets Under Management (As of 12/31/2016). Scott's vision to foster close and enduring relationships with clients has helped build a culture of personalized attention to each individual and family that the firm serves.
Scott holds a Master Degree in Finance from Penn State University, as well as a Bachelor’s in Finance from Indiana University. Scott is a passionate husband, father of two children and is active in giving back to charity within his community.