Scott Forbes
About Scott Forbes
Scott Forbes is an Equity Research Associate specializing in Aerospace & Defense at Jefferies, with prior experience at Boston Partners Global Investors, Eagle Value Partners, and Taylor Wealth Management. He holds a Bachelor of Science in Economics with concentrations in Finance and Accounting from The Wharton School.
Current Position at Jefferies
Scott Forbes currently holds the position of Equity Research Associate specializing in Aerospace & Defense at Jefferies. He has been with the company since 2019, operating in the Greater New York City Area. In this role, Scott is responsible for providing detailed equity research analysis within the aerospace and defense sectors, offering insights that inform investment decisions.
Past Experience at Boston Partners Global Investors
In 2018, Scott Forbes worked as an Equity Research Intern at Boston Partners Global Investors, Inc. during a three-month tenure in the Greater Boston Area. During this internship, Scott engaged in equity research, gaining valuable industry experience and building foundational skills in financial analysis and sector-specific research.
Experience at Eagle Value Partners
Scott Forbes served briefly as a Summer Analyst at Eagle Value Partners for one month in 2017 within the Greater New York City Area. His role involved assisting in financial analysis and market research, contributing to the firm's strategies and investment practices.
Internship at Taylor Wealth Management
Scott Forbes also held a summer internship position at Taylor Wealth Management in 2016. Over two months in the Greater Boston Area, he gained exposure to wealth management practices, focusing on financial planning and investment advisory services.
Education at The Wharton School
Scott Forbes graduated from The Wharton School with a Bachelor of Science in Economics, focusing on Finance and Accounting. His academic tenure stretched from 2015 to 2019, during which he developed a strong grounding in economic principles, financial analysis, and accounting practices.
Early Education at Delbarton School
Scott Forbes completed his high school education at Delbarton School from 2011 to 2015. This period laid the foundation for his future academic and professional pursuits, providing a comprehensive secondary education.