Investment & Planning

Scott Fellmeth, CIPM®

Scott Fellmeth, CIPM®

Senior advisor

Scott grew up with a passion for numbers which began early in life with his vast baseball card collection.  At Westmount, he has focused his financial and statistical acumen on advising high-net-worth families on financial planning, asset allocation, and tax strategies.  Scott also serves on the firm’s investment committee with responsibility for monitoring existing investments and uncovering new opportunities.  Prior to joining Westmount, he worked at Camden Capital where he led their market research and manager due diligence.

He earned a BS from the University of Southern California’s Marshall School of Business, majoring in Business Administration and Corporate Finance.

Scott’s other passion is running.  He and his wife recently moved within two miles of the office in order to ensure he can get at least two runs in every day (to and from work).

Scott has earned the right to use the Certificate in Investment Performance Measurement™  designation from the CFA Institute.