Scott R. Hall, Cfa
About Scott R. Hall, Cfa
Scott R. Hall, CFA, is the Managing Director at Jefferies, with extensive experience in wealth management and investment advisory roles across various financial institutions in Chicago, Illinois.
Professional Background at Jefferies
Scott R. Hall has been serving as a Managing Director at Jefferies since 2017, operating out of Chicago, Illinois. He plays a pivotal role in the company's private wealth management division. Hall helps guide the Corporate and Executive Services practice, offering tailored advice for business owners and executives. He focuses on the hedging and monetization of stock options and restricted shares. Prior to becoming Managing Director, he worked as Sr. Vice President at Jefferies Investment Advisers from 2013 to 2017.
Previous Roles at JPMorgan Private Bank
From 2008 to 2013, Scott R. Hall held the position of Vice President - Wealth Management, Private Banker at JPMorgan Private Bank in Chicago, IL. During his tenure, Hall managed assets exceeding $2.5 billion, delivering a range of services including investment advisory, credit solutions, banking, and estate planning to private business owners, entrepreneurs, and family offices.
Educational Background
Scott R. Hall earned his Master of Business Administration with Honors from The University of Chicago Booth School of Business, specializing in Finance and Economics, from 2007 to 2009. He completed his undergraduate studies at the University of Michigan, where he obtained a Bachelor of Arts in Economics from 1997 to 2001.
Career Experience in Finance and Consulting
Scott R. Hall has diverse experience in the financial services and consulting sectors. Before joining Jefferies, he worked as an Investment Analyst at Chicago Fundamental Investment Partners, a hedge fund, from 2006 to 2007. Earlier roles include serving as an Investment Banking Associate in Deloitte Corporate Finance from 2004 to 2006 and as a Business Analyst in Strategy Consulting at Accenture from 2002 to 2004.
Chartered Financial Analyst Designation
Scott R. Hall has held the Chartered Financial Analyst (CFA) designation since 2006. This certification underscores his deep expertise and professional commitment to the field of finance and investment management. The CFA designation is recognized worldwide and signifies a high level of competence in investment analysis and portfolio management.