Scott Dell’Orfano
Chief Strategic Officer
Office: Boston, MA
Team: Leadership, Business Development
Education & Certificates
B.S., Union College
Professional Background
I have more than 30 years experience in the financial services industry. Prior to CWA, I was President of Boston Private Banks Wealth Management division. I was a member of the firm’s executive management team and served on Boston Private Bank & Trust Company’s Policy Group Board. Before joining Boston Private Wealth, I served as Executive Vice President of Fidelity Institutional Wealth Services Group. I previously held positions for SEI Investments and was responsible for the overall strategic development and management of the SEI Advisor Network.
Personal Interests
In my free time I enjoy golf, boating and traveling.