Scott Bowen, Cfa, Cfp®, Ctfa®
About Scott Bowen, Cfa, Cfp®, Ctfa®
Scott Bowen is the Director of Portfolio Management at Synovus, where he leads a team in developing custom investment strategies for multi-generational client families. He has extensive experience in wealth management, having held key positions at various financial institutions over the past three decades.
Current Role at Synovus
Scott Bowen serves as the Director of Portfolio Management at Synovus, a position he has held since 2019. In this role, he leads a team focused on developing custom investment strategies tailored for multi-generational client families. He is part of a collaborative effort to assess client holdings and ensure alignment with family goals. His responsibilities include contributing to asset allocation and trade evaluation decisions as an active member of the Family Office Investment Committee.
Professional Background
Scott Bowen has a diverse professional background in wealth management and investment strategy. He previously worked at Wells Fargo as the WM Regional Manager of Investment & Fiduciary Services and as a Regional Investment Manager from 2010 to 2014. Prior to that, he held various roles at Wachovia, A Wells Fargo Company, including Chief Investment Officer and Wealth Consultant from 1996 to 2006. He also served as a Wealth Strategist at Regions Morgan Keegan Trust from 2007 to 2010 and as Managing Director of Private Wealth Management at SunTrust Bank from 2014 to 2016.
Education and Expertise
Scott Bowen earned a Bachelor of Science degree in Economics and Finance from Jacksonville State University, where he studied from 1988 to 1991. He furthered his education by obtaining an MBA from the University of Georgia - Terry College of Business, completing the Executive Program from 2009 to 2011. His educational background supports his expertise in portfolio management and investment strategies.
Previous Experience
Before his current role at Synovus, Scott Bowen held several significant positions in the financial services industry. He worked at First Citizens Bank as Director of Investments in Wealth Management from 2016 to 2019. Earlier in his career, he was Vice President at Bank of America from 1989 to 1995. His extensive experience spans over three decades in various leadership roles within wealth management and investment services.