Scott Imada CFA, CAIA

Scott is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services including investment planning and wealth strategy. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate strategy, formulating and implementing solutions, and conducting periodic reviews to help clients monitor progress towards reaching the initial goals and strategies set forth. In addition, he supports clients in navigating through changing market environments and provides traditional guidance for tax-minimization, retirement, and multi-generational strategies from risk-based approaches to banking and lending needs.

Prior to joining Northern Trust, Scott was as a Portfolio Manager at Bank of America Private Bank where he worked with high and ultra-high net worth clients to construct portfolios based on their goals and objectives. In total, he has spent approximately 15 years in the financial services industry which includes nearly a decade at Bank of America Private Bank and the remaining time at brokerage houses like Scottrade and Fidelity Investments.

2025

Scott obtained a bachelor’s degree in finance from the University of North Florida.

He has been a CFA charterholder since August of 2022 and a CAIA® charterholder since May of 2023.