Scott Majeski Vice President, Investment Strategies
350 N. Clark St., Chicago, IL 60654  |  312.595.7292  |

Areas of Focus: Fund Selection, Asset Allocation Strategies

Profile:

• Oversees client development, project management and methodology construction
• Focuses primarily on strategic and dynamic asset allocation strategies, fund analysis, fund selection and portfolio management
• Previously managed the Investment Services division of Ibbotson Associates, where he developed asset allocation policies for institutional and retail clients
• Specializes in various applications of asset allocation principles, including risk tolerance assessment, portfolio development, Monte Carlo simulation, retirement planning and investment manager analysis and selection
• Earlier experience includes positions with Thompson Financial Services and Zurich Kemper Funds

Accomplishments:

• Frequent speaker at industry conferences, lecturing on topics such as accumulation and retirement asset allocation construction and methodology

Education:

• B.B.A., Coe College
• M.S., Illinois Institute of Technology

Affiliations:

• Investment Management Consultants Association, member