Scott Kefer, Cfa
About Scott Kefer, Cfa
Scott Kefer is a Senior Portfolio Manager and Head of 529 Education Savings at Victory Capital, where he oversees a division managing over $50 billion in assets. He has extensive experience in portfolio management, having worked in the financial industry for over 25 years, including significant roles at U.S. Trust Company and NewBridge Asset Management.
Work at Victory Capital
Scott Kefer currently holds the position of Senior Portfolio Manager and Head of 529 Education Savings at Victory Capital. He has been with the firm since 2017, overseeing the Victory Solutions and VictoryShares divisions. In this role, he manages the Victory Market Neutral Income Fund (CBHIX) and serves as a Senior Investment Strategist for the VictoryShares ETF Platform. His responsibilities include managing a division with over $50 billion in assets across multiple investment platforms.
Previous Experience in Asset Management
Before joining Victory Capital, Scott Kefer worked for 20 years at NewBridge Asset Management as a Senior Portfolio Manager from 1999 to 2019. He also served as a Portfolio Manager at U.S. Trust Company of NY in the Campbell, Cowperthwait Division from 1995 to 1999. His career began at U.S. Trust Company of NY as a Portfolio Account Assistant from 1993 to 1995.
Education and Expertise
Scott Kefer earned a Bachelor of Science (B.S.) degree in Business Administration and Management from Skidmore College. His educational background supports his extensive experience in portfolio management and investment strategy, particularly in the context of education savings plans.
Industry Contributions and Insights
Scott Kefer actively shares his expertise and insights within the investment community. He frequently participates in interviews, webcasts, podcasts, and blogs. Additionally, he speaks at panels and conferences, contributing to discussions on investment strategies and market trends.
Leadership in Education Savings Plans
As the Head of the USAA 529 Education Savings Plan, Scott Kefer plays a significant role in managing education savings initiatives. His leadership in this area reflects his commitment to helping families save for education through effective investment strategies.