Scott Bracey

Portfolio Analyst

Office: Richmond, VA

Education & Certificates

B.A., Duke University
Master of Management Studies, Duke University, Fuqua School of Business
M.S., James Madison University

Professional Background

I began my career in financial services at Morgan Stanley, where I developed a solid foundation in financial planning. I then joined Agili as a Portfolio Analyst, gaining valuable experience in investment management and analysis. I use these experiences to help manage tailored investment solutions for clients. I joined CWA through the merger with Agili.

Personal Interests

Outside of work, I most enjoy spending time with my wife and our dog. I also enjoy traveling, staying active, and sports.